Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
10.53%
31.10%
1 Year
15.92%
52.47%
3 Years
22.93%
17.74%
5 Years
18.33%
16.38%
Since Inception
17.15%
15.58%
Fund Age
16 yrs 10 mo
16 yrs 9 mo
AUM
₹767.31 Cr
₹132.42 Cr
Alpha – 1 Year
11.20%
47.75%
Alpha – 3 Years
10.84%
5.65%
Information Ratio – 3 Years
1.21
0.46
Volatility – 1 Year
20.11%
26.74%
Volatility – 3 Years
18.00%
21.32%
Beta – 1 Year
1.06
1.30
Beta – 3 Years
1.03
0.97
Sharpe Ratio – 1 Year
0.57
1.52
Sharpe Ratio – 3 Years
0.95
0.68
Worst Rolling Year
-14.86%
-15.93%
Value at Worst Rolling Year
₹0.85 Cr
₹0.84 Cr
Deepest Drawdown
−20.27%
−20.79%
Recovery Period
94 days
134 days
1-Year Rolling Windows Positive
82.37%
89.14%
Median Rolling Year
23.49%
15.32%
5-Year Rolling Windows Positive
97.90%
96.48%
Market-Cap Mix
L 23% · M 38% · S 34%
M 9% · S 83%
Number of Stocks
41
26
Portfolio P/E
36.67
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%