Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Sundaram Alternate - SELF
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%
7.67%
6 Months
10.53%
27.70%
1 Year
15.92%
47.52%
3 Years
22.93%
23.98%
5 Years
18.33%
15.87%
Since Inception
17.15%
18.55%
Fund Age
16 yrs 10 mo
16 yrs 2 mo
AUM
₹767.31 Cr
₹1,022.92 Cr
Alpha – 1 Year
11.20%
42.80%
Alpha – 3 Years
10.84%
11.89%
Information Ratio – 3 Years
1.21
1.12
Volatility – 1 Year
20.11%
28.29%
Volatility – 3 Years
18.00%
20.76%
Beta – 1 Year
1.06
1.36
Beta – 3 Years
1.03
1.07
Sharpe Ratio – 1 Year
0.57
1.33
Sharpe Ratio – 3 Years
0.95
0.99
Worst Rolling Year
-14.86%
-4.58%
Value at Worst Rolling Year
₹0.85 Cr
₹0.95 Cr
Deepest Drawdown
−20.27%
−19.51%
Recovery Period
94 days
115 days
1-Year Rolling Windows Positive
82.37%
97.86%
Median Rolling Year
23.49%
18.35%
5-Year Rolling Windows Positive
97.90%
100.00%
Market-Cap Mix
L 23% · M 38% · S 34%
L 22% · M 32% · S 42%
Number of Stocks
41
26
Portfolio P/E
36.67
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%