Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP) vs Alchemy Select Stock
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP)
Alchemy Select Stock
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.43%
7.30%
6 Months
−0.15%
20.36%
1 Year
3.64%
18.14%
3 Years
7.57%
21.64%
5 Years
7.89%
16.27%
Since Inception
17.66%
19.97%
Fund Age
17 yrs 7 mo
17 yrs 8 mo
AUM
₹185.1 Cr
₹5,014.26 Cr
Alpha – 1 Year
3.99%
13.42%
Alpha – 3 Years
−1.43%
9.55%
Information Ratio – 3 Years
-0.34
0.97
Volatility – 1 Year
16.54%
21.97%
Volatility – 3 Years
14.10%
19.06%
Beta – 1 Year
1.02
1.13
Beta – 3 Years
0.99
1.07
Sharpe Ratio – 1 Year
-0.02
0.62
Sharpe Ratio – 3 Years
0.22
0.85
Worst Rolling Year
-13.10%
-6.02%
Value at Worst Rolling Year
₹0.87 Cr
₹0.94 Cr
Deepest Drawdown
−19.27%
−24.55%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
88.58%
95.34%
Median Rolling Year
13.79%
19.24%
5-Year Rolling Windows Positive
99.34%
100.00%
Market-Cap Mix
L 67% · M 21% · S 11%
L 38% · M 28% · S 30%
Number of Stocks
42
97
Portfolio P/E
30.97
63.07
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%
One 97 Communications Ltd · 8.25%
Multi Commodity Exchange of India Ltd · 7.59%
Bajaj Finance Ltd · 6.77%
Cartrade Tech Ltd · 6.59%
Eternal Ltd · 5.56%
Top Sectors
Financial Services · 32.03%
Capital Goods · 9.43%
Information Technology · 6.26%
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
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%