Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
White Oak India Select Equity 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%
4.84%
6 Months
10.53%
7.61%
1 Year
15.92%
−0.76%
3 Years
22.93%
11.28%
5 Years
18.33%
9.58%
Since Inception
17.15%
11.67%
Fund Age
16 yrs 10 mo
7 yrs 11 mo
AUM
₹767.31 Cr
₹12.5 Cr
Alpha – 1 Year
11.20%
−3.74%
Alpha – 3 Years
10.84%
−0.61%
Information Ratio – 3 Years
1.21
-0.06
Volatility – 1 Year
20.11%
20.02%
Volatility – 3 Years
18.00%
16.21%
Beta – 1 Year
1.06
1.05
Beta – 3 Years
1.03
0.91
Sharpe Ratio – 1 Year
0.57
-0.22
Sharpe Ratio – 3 Years
0.95
0.41
Worst Rolling Year
-14.86%
8.66%
Value at Worst Rolling Year
₹0.85 Cr
₹1.09 Cr
Deepest Drawdown
−20.27%
−24.66%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
82.37%
100.00%
Median Rolling Year
23.49%
14.96%
5-Year Rolling Windows Positive
97.90%
100.00%
Market-Cap Mix
L 23% · M 38% · S 34%
L 36% · M 30% · S 35%
Number of Stocks
41
15
Portfolio P/E
36.67
35.71
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%
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%