Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.79%
3.29%
6 Months
10.53%
14.68%
1 Year
15.92%
11.65%
3 Years
22.93%
7.09%
5 Years
18.33%
8.41%
Since Inception
17.15%
10.45%
Fund Age
16 yrs 10 mo
10 yrs 5 mo
AUM
₹767.31 Cr
₹24.48 Cr
Alpha – 1 Year
11.20%
12.00%
Alpha – 3 Years
10.84%
−1.90%
Information Ratio – 3 Years
1.21
-0.12
Volatility – 1 Year
20.11%
20.48%
Volatility – 3 Years
18.00%
16.32%
Beta – 1 Year
1.06
1.11
Beta – 3 Years
1.03
1.00
Sharpe Ratio – 1 Year
0.57
0.36
Sharpe Ratio – 3 Years
0.95
0.15
Worst Rolling Year
-14.86%
-5.06%
Value at Worst Rolling Year
₹0.85 Cr
₹0.95 Cr
Deepest Drawdown
−20.27%
−24.00%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
82.37%
92.00%
Median Rolling Year
23.49%
9.94%
5-Year Rolling Windows Positive
97.90%
100.00%
Market-Cap Mix
L 23% · M 38% · S 34%
L 41% · M 5% · S 35%
Number of Stocks
41
31
Portfolio P/E
36.67
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –