Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP) vs Ambit-Alpha Growth
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP)
Ambit-Alpha 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%
−1.10%
6 Months
−0.15%
12.88%
1 Year
3.64%
−0.84%
3 Years
7.57%
15.76%
5 Years
7.89%
16.23%
Since Inception
17.66%
21.25%
Fund Age
17 yrs 7 mo
5 yrs 6 mo
AUM
₹185.1 Cr
₹529.7 Cr
Alpha – 1 Year
3.99%
−0.41%
Alpha – 3 Years
−1.43%
7.19%
Information Ratio – 3 Years
-0.34
0.42
Volatility – 1 Year
16.54%
20.62%
Volatility – 3 Years
14.10%
22.08%
Beta – 1 Year
1.02
0.94
Beta – 3 Years
0.99
0.96
Sharpe Ratio – 1 Year
-0.02
-0.21
Sharpe Ratio – 3 Years
0.22
0.56
Worst Rolling Year
-13.10%
15.76%
Value at Worst Rolling Year
₹0.87 Cr
₹1.16 Cr
Deepest Drawdown
−19.27%
−33.96%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
88.58%
100.00%
Median Rolling Year
13.79%
29.75%
5-Year Rolling Windows Positive
99.34%
100.00%
Market-Cap Mix
L 67% · M 21% · S 11%
L 7% · M 7% · S 82%
Number of Stocks
42
91
Portfolio P/E
30.97
30.00
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%
Cash & Cash Equivalent · 4.80%
Senores Pharmaceuticals Ltd · 4.67%
Ujjivan Small Finance Bank Ltd · 3.95%
Supriya Lifescience Ltd · 3.82%
Bajaj Auto Ltd · 3.48%
Top Sectors
Financial Services · 32.03%
Capital Goods · 9.43%
Information Technology · 6.26%
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Fixed Fee
2.25% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%