Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP)
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP)
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
0.43%
6 Months
7.53%
−0.15%
1 Year
10.69%
3.64%
3 Years
9.96%
7.57%
5 Years
10.97%
7.89%
Since Inception
20.53%
17.66%
Fund Age
14 yrs 7 mo
17 yrs 7 mo
AUM
₹132.39 Cr
₹185.1 Cr
Alpha – 1 Year
5.97%
3.99%
Alpha – 3 Years
−2.13%
−1.43%
Information Ratio – 3 Years
-0.28
-0.34
Volatility – 1 Year
20.88%
16.54%
Volatility – 3 Years
19.08%
14.10%
Beta – 1 Year
1.15
1.02
Beta – 3 Years
1.12
0.99
Sharpe Ratio – 1 Year
0.34
-0.02
Sharpe Ratio – 3 Years
0.32
0.22
Worst Rolling Year
-4.87%
-13.10%
Value at Worst Rolling Year
₹0.95 Cr
₹0.87 Cr
Deepest Drawdown
−22.42%
−19.27%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
88.58%
Median Rolling Year
20.05%
13.79%
5-Year Rolling Windows Positive
100.00%
99.34%
Market-Cap Mix
L 47% · M 22% · S 18%
L 67% · M 21% · S 11%
Number of Stocks
23
42
Portfolio P/E
60.38
30.97
Top 5 Holdings
Bajaj Finance Ltd · 7.00%
Piramal Finance Ltd · 7.00%
Shriram Finance Ltd · 7.00%
ICICI Bank Ltd · 6.00%
Apollo Hospitals Enterprise Ltd · 5.00%
ICICI Bank Ltd · 6.18%
Bharti Airtel Ltd · 5.54%
Sun Pharmaceutical Industries Ltd · 4.58%
HDFC Bank Ltd · 4.42%
United Spirits Ltd · 4.01%
Top Sectors
—
Financial Services · 32.03%
Capital Goods · 9.43%
Information Technology · 6.26%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%