Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Motilal Oswal-Founders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.79%
0.25%
6 Months
10.53%
15.19%
1 Year
15.92%
3.21%
3 Years
22.93%
19.65%
5 Years
18.33%
—
Since Inception
17.15%
25.09%
Fund Age
16 yrs 10 mo
3 yrs 5 mo
AUM
₹767.31 Cr
₹4,148.34 Cr
Alpha – 1 Year
11.20%
0.23%
Alpha – 3 Years
10.84%
7.77%
Information Ratio – 3 Years
1.21
0.62
Volatility – 1 Year
20.11%
21.54%
Volatility – 3 Years
18.00%
22.15%
Beta – 1 Year
1.06
1.06
Beta – 3 Years
1.03
1.15
Sharpe Ratio – 1 Year
0.57
-0.01
Sharpe Ratio – 3 Years
0.95
0.68
Worst Rolling Year
-14.86%
19.49%
Value at Worst Rolling Year
₹0.85 Cr
₹1.19 Cr
Deepest Drawdown
−20.27%
−27.91%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
82.37%
100.00%
Median Rolling Year
23.49%
21.76%
5-Year Rolling Windows Positive
97.90%
—
Market-Cap Mix
L 23% · M 38% · S 34%
L 26% · M 35% · S 37%
Number of Stocks
41
26
Portfolio P/E
36.67
55.82
Top 5 Holdings
BSE Ltd · 9.00%
Federal Bank Ltd · 5.53%
Lumax Industries Ltd · 5.48%
Persistent Systems Ltd · 5.29%
Cash & Cash Equivalent · 4.72%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%