Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.79%
−0.04%
6 Months
10.53%
0.28%
1 Year
15.92%
2.14%
3 Years
22.93%
10.02%
5 Years
18.33%
13.15%
Since Inception
17.15%
11.46%
Fund Age
16 yrs 10 mo
8 yrs 7 mo
AUM
₹767.31 Cr
₹585.94 Cr
Alpha – 1 Year
11.20%
2.49%
Alpha – 3 Years
10.84%
1.02%
Information Ratio – 3 Years
1.21
0.18
Volatility – 1 Year
20.11%
16.38%
Volatility – 3 Years
18.00%
14.42%
Beta – 1 Year
1.06
1.00
Beta – 3 Years
1.03
0.96
Sharpe Ratio – 1 Year
0.57
-0.13
Sharpe Ratio – 3 Years
0.95
0.38
Worst Rolling Year
-14.86%
3.37%
Value at Worst Rolling Year
₹0.85 Cr
₹1.03 Cr
Deepest Drawdown
−20.27%
−17.04%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
82.37%
100.00%
Median Rolling Year
23.49%
18.12%
5-Year Rolling Windows Positive
97.90%
100.00%
Market-Cap Mix
L 23% · M 38% · S 34%
L 65% · M 26% · S 8%
Number of Stocks
41
31
Portfolio P/E
36.67
22.71
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%
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
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%