Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Right Horizons - India Business Leaders
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%
3.11%
6 Months
10.53%
4.12%
1 Year
15.92%
−0.25%
3 Years
22.93%
10.95%
5 Years
18.33%
10.56%
Since Inception
17.15%
10.62%
Fund Age
16 yrs 10 mo
13 yrs 8 mo
AUM
₹767.31 Cr
₹41.22 Cr
Alpha – 1 Year
11.20%
0.18%
Alpha – 3 Years
10.84%
2.39%
Information Ratio – 3 Years
1.21
0.52
Volatility – 1 Year
20.11%
20.61%
Volatility – 3 Years
18.00%
17.57%
Beta – 1 Year
1.06
1.24
Beta – 3 Years
1.03
1.19
Sharpe Ratio – 1 Year
0.57
-0.18
Sharpe Ratio – 3 Years
0.95
0.46
Worst Rolling Year
-14.86%
-10.52%
Value at Worst Rolling Year
₹0.85 Cr
₹0.89 Cr
Deepest Drawdown
−20.27%
−22.41%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
82.37%
93.48%
Median Rolling Year
23.49%
12.26%
5-Year Rolling Windows Positive
97.90%
99.05%
Market-Cap Mix
L 23% · M 38% · S 34%
L 70% · M 29%
Number of Stocks
41
25
Portfolio P/E
36.67
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%