Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
ORO - All Weather Portfolio
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%
−0.19%
6 Months
10.53%
−0.42%
1 Year
15.92%
−4.58%
3 Years
22.93%
16.32%
5 Years
18.33%
13.17%
Since Inception
17.15%
13.94%
Fund Age
16 yrs 10 mo
6 yrs 6 mo
AUM
₹767.31 Cr
₹13.16 Cr
Alpha – 1 Year
11.20%
−7.56%
Alpha – 3 Years
10.84%
4.42%
Information Ratio – 3 Years
1.21
0.49
Volatility – 1 Year
20.11%
16.90%
Volatility – 3 Years
18.00%
17.54%
Beta – 1 Year
1.06
0.86
Beta – 3 Years
1.03
0.99
Sharpe Ratio – 1 Year
0.57
-0.52
Sharpe Ratio – 3 Years
0.95
0.69
Worst Rolling Year
-14.86%
3.91%
Value at Worst Rolling Year
₹0.85 Cr
₹1.04 Cr
Deepest Drawdown
−20.27%
−19.46%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
82.37%
100.00%
Median Rolling Year
23.49%
21.20%
5-Year Rolling Windows Positive
97.90%
100.00%
Market-Cap Mix
L 23% · M 38% · S 34%
L 66% · M 23%
Number of Stocks
41
20
Portfolio P/E
36.67
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%