Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Tamohara - TRUFFLE
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%
8.72%
6 Months
10.53%
28.59%
1 Year
15.92%
28.02%
3 Years
22.93%
18.67%
5 Years
18.33%
17.18%
Since Inception
17.15%
20.03%
Fund Age
16 yrs 10 mo
5 yrs 4 mo
AUM
₹767.31 Cr
₹221.27 Cr
Alpha – 1 Year
11.20%
28.37%
Alpha – 3 Years
10.84%
9.68%
Information Ratio – 3 Years
1.21
0.87
Volatility – 1 Year
20.11%
22.32%
Volatility – 3 Years
18.00%
17.88%
Beta – 1 Year
1.06
1.03
Beta – 3 Years
1.03
0.95
Sharpe Ratio – 1 Year
0.57
0.99
Sharpe Ratio – 3 Years
0.95
0.81
Worst Rolling Year
-14.86%
13.69%
Value at Worst Rolling Year
₹0.85 Cr
₹1.14 Cr
Deepest Drawdown
−20.27%
−20.50%
Recovery Period
94 days
429 days
1-Year Rolling Windows Positive
82.37%
100.00%
Median Rolling Year
23.49%
18.30%
5-Year Rolling Windows Positive
97.90%
100.00%
Market-Cap Mix
L 23% · M 38% · S 34%
L 19% · M 4% · S 74%
Number of Stocks
41
29
Portfolio P/E
36.67
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –