Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.79%
3.93%
6 Months
10.53%
25.32%
1 Year
15.92%
18.21%
3 Years
22.93%
32.70%
5 Years
18.33%
23.63%
Since Inception
17.15%
28.38%
Fund Age
16 yrs 10 mo
7 yrs 10 mo
AUM
₹767.31 Cr
₹8,686.39 Cr
Alpha – 1 Year
11.20%
13.49%
Alpha – 3 Years
10.84%
20.61%
Information Ratio – 3 Years
1.21
1.92
Volatility – 1 Year
20.11%
22.97%
Volatility – 3 Years
18.00%
19.40%
Beta – 1 Year
1.06
1.12
Beta – 3 Years
1.03
0.98
Sharpe Ratio – 1 Year
0.57
0.61
Sharpe Ratio – 3 Years
0.95
1.30
Worst Rolling Year
-14.86%
17.00%
Value at Worst Rolling Year
₹0.85 Cr
₹1.17 Cr
Deepest Drawdown
−20.27%
−22.23%
Recovery Period
94 days
227 days
1-Year Rolling Windows Positive
82.37%
100.00%
Median Rolling Year
23.49%
30.47%
5-Year Rolling Windows Positive
97.90%
100.00%
Market-Cap Mix
L 23% · M 38% · S 34%
L 37% · M 30% · S 25%
Number of Stocks
41
43
Portfolio P/E
36.67
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%