Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Sincere - Fixed Income plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.79%
2.31%
6 Months
10.53%
2.53%
1 Year
15.92%
6.47%
3 Years
22.93%
7.48%
5 Years
18.33%
—
Since Inception
17.15%
8.12%
Fund Age
16 yrs 10 mo
3 yrs 3 mo
AUM
₹767.31 Cr
₹32.76 Cr
Alpha – 1 Year
11.20%
−0.39%
Alpha – 3 Years
10.84%
−3.56%
Information Ratio – 3 Years
1.21
-0.35
Volatility – 1 Year
20.11%
5.60%
Volatility – 3 Years
18.00%
5.15%
Beta – 1 Year
1.06
0.43
Beta – 3 Years
1.03
0.49
Sharpe Ratio – 1 Year
0.57
0.22
Sharpe Ratio – 3 Years
0.95
0.41
Worst Rolling Year
-14.86%
6.82%
Value at Worst Rolling Year
₹0.85 Cr
₹1.07 Cr
Deepest Drawdown
−20.27%
−8.35%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
82.37%
100.00%
Median Rolling Year
23.49%
7.67%
5-Year Rolling Windows Positive
97.90%
—
Market-Cap Mix
L 23% · M 38% · S 34%
—
Number of Stocks
41
—
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%
—
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%