Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
10.53%
6.39%
1 Year
15.92%
0.37%
3 Years
22.93%
11.18%
5 Years
18.33%
—
Since Inception
17.15%
4.21%
Fund Age
16 yrs 10 mo
4 yrs 6 mo
AUM
₹767.31 Cr
₹59.82 Cr
Alpha – 1 Year
11.20%
−2.61%
Alpha – 3 Years
10.84%
−0.71%
Information Ratio – 3 Years
1.21
0.13
Volatility – 1 Year
20.11%
22.91%
Volatility – 3 Years
18.00%
17.96%
Beta – 1 Year
1.06
1.09
Beta – 3 Years
1.03
1.01
Sharpe Ratio – 1 Year
0.57
-0.11
Sharpe Ratio – 3 Years
0.95
0.38
Worst Rolling Year
-14.86%
3.87%
Value at Worst Rolling Year
₹0.85 Cr
₹1.04 Cr
Deepest Drawdown
−20.27%
−25.26%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
82.37%
100.00%
Median Rolling Year
23.49%
12.37%
5-Year Rolling Windows Positive
97.90%
—
Market-Cap Mix
L 23% · M 38% · S 34%
L 40% · M 26% · S 33%
Number of Stocks
41
35
Portfolio P/E
36.67
45.30
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 · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
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%