Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
10.53%
13.10%
1 Year
15.92%
18.11%
3 Years
22.93%
14.56%
5 Years
18.33%
8.71%
Since Inception
17.15%
13.67%
Fund Age
16 yrs 10 mo
11 yrs 2 mo
AUM
₹767.31 Cr
₹138.06 Cr
Alpha – 1 Year
11.20%
18.46%
Alpha – 3 Years
10.84%
5.57%
Information Ratio – 3 Years
1.21
0.62
Volatility – 1 Year
20.11%
22.83%
Volatility – 3 Years
18.00%
16.72%
Beta – 1 Year
1.06
1.29
Beta – 3 Years
1.03
1.00
Sharpe Ratio – 1 Year
0.57
0.61
Sharpe Ratio – 3 Years
0.95
0.55
Worst Rolling Year
-14.86%
-8.44%
Value at Worst Rolling Year
₹0.85 Cr
₹0.92 Cr
Deepest Drawdown
−20.27%
−17.10%
Recovery Period
94 days
115 days
1-Year Rolling Windows Positive
82.37%
92.53%
Median Rolling Year
23.49%
13.06%
5-Year Rolling Windows Positive
97.90%
100.00%
Market-Cap Mix
L 23% · M 38% · S 34%
L 38% · M 14% · S 45%
Number of Stocks
41
18
Portfolio P/E
36.67
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%