Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Motilal Oswal - Value Migration
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Motilal Oswal - Value Migration
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%
0.78%
6 Months
10.53%
11.75%
1 Year
15.92%
−2.37%
3 Years
22.93%
17.81%
5 Years
18.33%
14.66%
Since Inception
17.15%
18.91%
Fund Age
16 yrs 10 mo
23 yrs 5 mo
AUM
₹767.31 Cr
₹3,220.2 Cr
Alpha – 1 Year
11.20%
−5.35%
Alpha – 3 Years
10.84%
5.93%
Information Ratio – 3 Years
1.21
0.54
Volatility – 1 Year
20.11%
21.49%
Volatility – 3 Years
18.00%
20.84%
Beta – 1 Year
1.06
1.07
Beta – 3 Years
1.03
1.13
Sharpe Ratio – 1 Year
0.57
-0.27
Sharpe Ratio – 3 Years
0.95
0.64
Worst Rolling Year
-14.86%
-7.44%
Value at Worst Rolling Year
₹0.85 Cr
₹0.93 Cr
Deepest Drawdown
−20.27%
−27.33%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
82.37%
94.32%
Median Rolling Year
23.49%
14.52%
5-Year Rolling Windows Positive
97.90%
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Market-Cap Mix
L 23% · M 38% · S 34%
L 28% · M 48% · S 19%
Number of Stocks
41
27
Portfolio P/E
36.67
57.85
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 · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
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%