Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Tamohara - Q Strategy
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%
−0.46%
6 Months
10.53%
6.77%
1 Year
15.92%
7.38%
3 Years
22.93%
9.03%
5 Years
18.33%
—
Since Inception
17.15%
10.29%
Fund Age
16 yrs 10 mo
4 yrs 2 mo
AUM
₹767.31 Cr
₹9.69 Cr
Alpha – 1 Year
11.20%
7.73%
Alpha – 3 Years
10.84%
0.04%
Information Ratio – 3 Years
1.21
0.09
Volatility – 1 Year
20.11%
17.08%
Volatility – 3 Years
18.00%
16.18%
Beta – 1 Year
1.06
0.95
Beta – 3 Years
1.03
1.08
Sharpe Ratio – 1 Year
0.57
0.20
Sharpe Ratio – 3 Years
0.95
0.33
Worst Rolling Year
-14.86%
7.39%
Value at Worst Rolling Year
₹0.85 Cr
₹1.07 Cr
Deepest Drawdown
−20.27%
−24.88%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
82.37%
100.00%
Median Rolling Year
23.49%
9.85%
5-Year Rolling Windows Positive
97.90%
—
Market-Cap Mix
L 23% · M 38% · S 34%
L 41% · M 53%
Number of Stocks
41
22
Portfolio P/E
36.67
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –