Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP) vs Ambit - caliber
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP)
Ambit - caliber
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%
1.17%
6 Months
−0.15%
3.92%
1 Year
3.64%
9.29%
3 Years
7.57%
14.80%
5 Years
7.89%
9.78%
Since Inception
17.66%
14.35%
Fund Age
17 yrs 7 mo
5 yrs 5 mo
AUM
₹185.1 Cr
₹95.56 Cr
Alpha – 1 Year
3.99%
9.72%
Alpha – 3 Years
−1.43%
6.23%
Information Ratio – 3 Years
-0.34
0.76
Volatility – 1 Year
16.54%
16.82%
Volatility – 3 Years
14.10%
15.81%
Beta – 1 Year
1.02
1.02
Beta – 3 Years
0.99
0.98
Sharpe Ratio – 1 Year
-0.02
0.29
Sharpe Ratio – 3 Years
0.22
0.61
Worst Rolling Year
-13.10%
5.26%
Value at Worst Rolling Year
₹0.87 Cr
₹1.05 Cr
Deepest Drawdown
−19.27%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
88.58%
100.00%
Median Rolling Year
13.79%
15.62%
5-Year Rolling Windows Positive
99.34%
100.00%
Market-Cap Mix
L 67% · M 21% · S 11%
L 55% · M 33% · S 10%
Number of Stocks
42
59
Portfolio P/E
30.97
34.30
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%
Bajaj Finance Ltd · 5.19%
ICICI Bank Ltd · 4.86%
Bajaj Auto Ltd · 4.60%
Syrma SGS Technology Ltd · 3.60%
Piramal Finance Ltd · 3.49%
Top Sectors
Financial Services · 32.03%
Capital Goods · 9.43%
Information Technology · 6.26%
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
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%