Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.79%
10.15%
6 Months
10.53%
31.39%
1 Year
15.92%
26.01%
3 Years
22.93%
19.28%
5 Years
18.33%
23.67%
Since Inception
17.15%
28.23%
Fund Age
16 yrs 10 mo
5 yrs 4 mo
AUM
₹767.31 Cr
₹483.07 Cr
Alpha – 1 Year
11.20%
21.29%
Alpha – 3 Years
10.84%
7.19%
Information Ratio – 3 Years
1.21
0.38
Volatility – 1 Year
20.11%
27.77%
Volatility – 3 Years
18.00%
26.19%
Beta – 1 Year
1.06
1.29
Beta – 3 Years
1.03
1.20
Sharpe Ratio – 1 Year
0.57
0.78
Sharpe Ratio – 3 Years
0.95
0.61
Worst Rolling Year
-14.86%
19.29%
Value at Worst Rolling Year
₹0.85 Cr
₹1.19 Cr
Deepest Drawdown
−20.27%
−32.66%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
82.37%
100.00%
Median Rolling Year
23.49%
33.93%
5-Year Rolling Windows Positive
97.90%
100.00%
Market-Cap Mix
L 23% · M 38% · S 34%
L 12% · M 6% · S 81%
Number of Stocks
41
63
Portfolio P/E
36.67
62.66
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%
—
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%