Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Quest Investment Managers – Multi
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%
6.28%
6 Months
10.53%
16.32%
1 Year
15.92%
11.67%
3 Years
22.93%
19.26%
5 Years
18.33%
13.96%
Since Inception
17.15%
16.00%
Fund Age
16 yrs 10 mo
12 yrs
AUM
₹767.31 Cr
₹725.3 Cr
Alpha – 1 Year
11.20%
6.95%
Alpha – 3 Years
10.84%
7.18%
Information Ratio – 3 Years
1.21
0.87
Volatility – 1 Year
20.11%
21.97%
Volatility – 3 Years
18.00%
19.77%
Beta – 1 Year
1.06
1.15
Beta – 3 Years
1.03
1.13
Sharpe Ratio – 1 Year
0.57
0.37
Sharpe Ratio – 3 Years
0.95
0.73
Worst Rolling Year
-14.86%
-10.23%
Value at Worst Rolling Year
₹0.85 Cr
₹0.90 Cr
Deepest Drawdown
−20.27%
−25.02%
Recovery Period
94 days
525 days
1-Year Rolling Windows Positive
82.37%
93.09%
Median Rolling Year
23.49%
18.93%
5-Year Rolling Windows Positive
97.90%
100.00%
Market-Cap Mix
L 23% · M 38% · S 34%
L 29% · M 26% · S 42%
Number of Stocks
41
34
Portfolio P/E
36.67
42.87
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%
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%