PMS · Equity · Mid & Small Cap
Aditya Birla Sun Life (ABSL) - SSP
Fund size₹767 Cr
Alpha (3Y)9.59%
3Y return22.93%
Fund age16 yrs 10 mo
Fund Managers
Sameer Narayan
Fund Manager, Aditya Birla Sun Life
–
Managing AUM₹1,884 Cr
Mr. Salvin Shah
Fund Manager, AIF, Aditya Birla Sun Life
Has 13+ years in Portfolio Management and Equity Research, Salvin has extensive experience in managing Indian Equities. His endeavour is to maximize returns for the investors while keeping an eye on portfolio risk. He has been successful at identifying themes and stocks at a very early stage which has resulted in multi-bagger returns for the investors. Prior to joining ABSLAMC, he worked with Sanctum Wealth Management as Co-fund Manager in their PMS business. Before Sanctum, Salvin was a part of equity research team at Edelweiss Securities and Athena Investment Management. He is a Member of Institute of Chartered Accountants of India (ICAI) and a commerce graduate from Mumbai University.
Managing AUM₹3,306 Cr
Growth of₹Cr
Aditya Birla Sun Life (ABSL) SSP
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life (ABSL) SSP | 11.31% | 15.92% | 11.37% | 22.93% | 18.33% | 17.15% |
| Nifty 500 | −1.02% | 4.72% | −0.11% | 12.09% | 10.91% | 12.25% |
| Excess over benchmark | 12.33% | 11.20% | 11.48% | 10.84% | 7.42% | 4.90% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
18.00%
Benchmark approx 14.73%
A standard deviation reflecting historical swings.
Sensitivity
1.03
Beta vs benchmark 1.00 · 3% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.95
Sharpe
Excess return gained per unit of volatility.
Capture ratio
125 / 77
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −20.27% from its 17 Dec 2024 peak to a 03 Mar 2025 trough, and recovered on 05 Jun 2025 after 94 days.
Max drawdowns
−20.27%
Recovery period
94 days
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 17 Dec 2024 | 03 Mar 2025 | −20.27% | 76 days | 05 Jun 2025 | 94 days |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak17 Dec 2024
Trough03 Mar 2025
Depth−20.27%
Fell over76 days
Recovered05 Jun 2025
Recovery took94 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
41
P/E ratio
36.67
P/B ratio
5.59
Dividend yield
0.20%
Avg market cap
₹1.09 L Cr
Median market cap
₹46,478 Cr
Asset class
Equity
Market cap
Large cap23.32%
Mid cap37.66%
Small cap34.45%
Cash & others4.57%
As on 31 Aug 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 24.50% gross return.
FixedPlan A · SimpleFixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upsideFixed Management Fee1.00% / yr
Performance Fee12% of profit
Hurdle RateAbove 12%
Exit load 2.00% within 1 year, 1.00% within 2 years, nil after 3 years. Lock-in: Nil.
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