Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Motilal Oswal - Multifactor Equity PMS
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%
0.47%
6 Months
10.53%
0.32%
1 Year
15.92%
1.03%
3 Years
22.93%
14.82%
5 Years
18.33%
11.82%
Since Inception
17.15%
13.07%
Fund Age
16 yrs 10 mo
5 yrs 2 mo
AUM
₹767.31 Cr
₹56.08 Cr
Alpha – 1 Year
11.20%
−1.95%
Alpha – 3 Years
10.84%
2.94%
Information Ratio – 3 Years
1.21
0.18
Volatility – 1 Year
20.11%
13.89%
Volatility – 3 Years
18.00%
18.35%
Beta – 1 Year
1.06
0.75
Beta – 3 Years
1.03
1.00
Sharpe Ratio – 1 Year
0.57
-0.25
Sharpe Ratio – 3 Years
0.95
0.55
Worst Rolling Year
-14.86%
12.65%
Value at Worst Rolling Year
₹0.85 Cr
₹1.13 Cr
Deepest Drawdown
−20.27%
−26.40%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
82.37%
100.00%
Median Rolling Year
23.49%
19.77%
5-Year Rolling Windows Positive
97.90%
100.00%
Market-Cap Mix
L 23% · M 38% · S 34%
L 38% · M 29% · S 24%
Number of Stocks
41
37
Portfolio P/E
36.67
29.42
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%
Cash & Cash Equivalent · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
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%