Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Sundaram Alternate - SISOP
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%
5.72%
6 Months
10.53%
23.48%
1 Year
15.92%
38.68%
3 Years
22.93%
26.01%
5 Years
18.33%
16.58%
Since Inception
17.15%
18.98%
Fund Age
16 yrs 10 mo
16 yrs 6 mo
AUM
₹767.31 Cr
₹1,885.18 Cr
Alpha – 1 Year
11.20%
33.96%
Alpha – 3 Years
10.84%
13.92%
Information Ratio – 3 Years
1.21
1.27
Volatility – 1 Year
20.11%
28.06%
Volatility – 3 Years
18.00%
20.41%
Beta – 1 Year
1.06
1.39
Beta – 3 Years
1.03
1.06
Sharpe Ratio – 1 Year
0.57
1.12
Sharpe Ratio – 3 Years
0.95
1.06
Worst Rolling Year
-14.86%
-4.06%
Value at Worst Rolling Year
₹0.85 Cr
₹0.96 Cr
Deepest Drawdown
−20.27%
−18.24%
Recovery Period
94 days
60 days
1-Year Rolling Windows Positive
82.37%
98.28%
Median Rolling Year
23.49%
16.41%
5-Year Rolling Windows Positive
97.90%
99.28%
Market-Cap Mix
L 23% · M 38% · S 34%
L 40% · M 32% · S 24%
Number of Stocks
41
28
Portfolio P/E
36.67
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%