Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Right Horizons - Alliance
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%
1.80%
6 Months
10.53%
2.80%
1 Year
15.92%
4.89%
3 Years
22.93%
12.23%
5 Years
18.33%
10.64%
Since Inception
17.15%
8.93%
Fund Age
16 yrs 10 mo
12 yrs
AUM
₹767.31 Cr
₹134.76 Cr
Alpha – 1 Year
11.20%
−1.08%
Alpha – 3 Years
10.84%
1.34%
Information Ratio – 3 Years
1.21
0.07
Volatility – 1 Year
20.11%
10.79%
Volatility – 3 Years
18.00%
9.62%
Beta – 1 Year
1.06
1.04
Beta – 3 Years
1.03
1.10
Sharpe Ratio – 1 Year
0.57
-0.01
Sharpe Ratio – 3 Years
0.95
0.69
Worst Rolling Year
-14.86%
0.05%
Value at Worst Rolling Year
₹0.85 Cr
₹1.00 Cr
Deepest Drawdown
−20.27%
−11.50%
Recovery Period
94 days
80 days
1-Year Rolling Windows Positive
82.37%
99.79%
Median Rolling Year
23.49%
10.94%
5-Year Rolling Windows Positive
97.90%
100.00%
Market-Cap Mix
L 23% · M 38% · S 34%
L 50% · M 11% · S 8%
Number of Stocks
41
33
Portfolio P/E
36.67
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –