Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP) vs Alchemy High Growth
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP)
Alchemy High Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.43%
4.23%
6 Months
−0.15%
0.96%
1 Year
3.64%
14.90%
3 Years
7.57%
14.68%
5 Years
7.89%
10.31%
Since Inception
17.66%
19.96%
Fund Age
17 yrs 7 mo
24 yrs 3 mo
AUM
₹185.1 Cr
₹757.54 Cr
Alpha – 1 Year
3.99%
10.18%
Alpha – 3 Years
−1.43%
2.59%
Information Ratio – 3 Years
-0.34
0.54
Volatility – 1 Year
16.54%
22.77%
Volatility – 3 Years
14.10%
22.88%
Beta – 1 Year
1.02
1.00
Beta – 3 Years
0.99
1.22
Sharpe Ratio – 1 Year
-0.02
0.49
Sharpe Ratio – 3 Years
0.22
0.49
Worst Rolling Year
-13.10%
-9.25%
Value at Worst Rolling Year
₹0.87 Cr
₹0.91 Cr
Deepest Drawdown
−19.27%
−36.23%
Recovery Period
Not yet recovered
395 days
1-Year Rolling Windows Positive
88.58%
90.02%
Median Rolling Year
13.79%
15.11%
5-Year Rolling Windows Positive
99.34%
—
Market-Cap Mix
L 67% · M 21% · S 11%
L 41% · M 14% · S 34%
Number of Stocks
42
62
Portfolio P/E
30.97
36.83
Top 5 Holdings
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%
Multi Commodity Exchange of India Ltd · 7.33%
BSE Ltd · 5.86%
National Aluminium Company Ltd · 5.30%
Lloyds Metals & Energy Ltd · 5.06%
Nippon Life India Asset Management Ltd · 4.84%
Top Sectors
Financial Services · 32.03%
Capital Goods · 9.43%
Information Technology · 6.26%
—
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%