Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Renaissance - Midcap Portfolio
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Aditya Birla Sun Life (ABSL) - SSP
Renaissance - Midcap 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%
3.30%
6 Months
10.53%
9.86%
1 Year
15.92%
0.86%
3 Years
22.93%
8.29%
5 Years
18.33%
15.11%
Since Inception
17.15%
11.40%
Fund Age
16 yrs 10 mo
8 yrs 7 mo
AUM
₹767.31 Cr
₹119.22 Cr
Alpha – 1 Year
11.20%
1.21%
Alpha – 3 Years
10.84%
−0.71%
Information Ratio – 3 Years
1.21
-0.05
Volatility – 1 Year
20.11%
21.27%
Volatility – 3 Years
18.00%
19.22%
Beta – 1 Year
1.06
1.20
Beta – 3 Years
1.03
1.19
Sharpe Ratio – 1 Year
0.57
-0.10
Sharpe Ratio – 3 Years
0.95
0.25
Worst Rolling Year
-14.86%
0.71%
Value at Worst Rolling Year
₹0.85 Cr
₹1.01 Cr
Deepest Drawdown
−20.27%
−29.07%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
82.37%
99.76%
Median Rolling Year
23.49%
19.48%
5-Year Rolling Windows Positive
97.90%
100.00%
Market-Cap Mix
L 23% · M 38% · S 34%
L 2% · M 52% · S 44%
Number of Stocks
41
33
Portfolio P/E
36.67
31.12
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%
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 1% / 0%