Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Sanctum Wealth - Indian Olympians
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%
1.47%
6 Months
10.53%
5.42%
1 Year
15.92%
9.64%
3 Years
22.93%
10.36%
5 Years
18.33%
7.75%
Since Inception
17.15%
11.08%
Fund Age
16 yrs 10 mo
9 yrs 11 mo
AUM
₹767.31 Cr
₹66.05 Cr
Alpha – 1 Year
11.20%
9.99%
Alpha – 3 Years
10.84%
1.36%
Information Ratio – 3 Years
1.21
0.51
Volatility – 1 Year
20.11%
17.05%
Volatility – 3 Years
18.00%
14.23%
Beta – 1 Year
1.06
1.05
Beta – 3 Years
1.03
1.00
Sharpe Ratio – 1 Year
0.57
0.31
Sharpe Ratio – 3 Years
0.95
0.40
Worst Rolling Year
-14.86%
0.57%
Value at Worst Rolling Year
₹0.85 Cr
₹1.01 Cr
Deepest Drawdown
−20.27%
−17.08%
Recovery Period
94 days
233 days
1-Year Rolling Windows Positive
82.37%
99.96%
Median Rolling Year
23.49%
11.79%
5-Year Rolling Windows Positive
97.90%
100.00%
Market-Cap Mix
L 23% · M 38% · S 34%
L 84% · M 12%
Number of Stocks
41
23
Portfolio P/E
36.67
—
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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
—