Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP) vs ArthAlpha Machine Learning Equity Quant
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP)
ArthAlpha Machine Learning Equity Quant
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP)
ArthAlpha Machine Learning Equity Quant
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.43%
2.31%
6 Months
−0.15%
5.63%
1 Year
3.64%
10.47%
3 Years
7.57%
—
5 Years
7.89%
—
Since Inception
17.66%
6.92%
Fund Age
17 yrs 7 mo
1 yr 10 mo
AUM
₹185.1 Cr
₹64.41 Cr
Alpha – 1 Year
3.99%
5.75%
Alpha – 3 Years
−1.43%
—
Information Ratio – 3 Years
-0.34
—
Volatility – 1 Year
16.54%
17.22%
Volatility – 3 Years
14.10%
—
Beta – 1 Year
1.02
0.92
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
-0.02
0.36
Sharpe Ratio – 3 Years
0.22
—
Worst Rolling Year
-13.10%
—
Value at Worst Rolling Year
₹0.87 Cr
—
Deepest Drawdown
−19.27%
−11.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
88.58%
—
Median Rolling Year
13.79%
—
5-Year Rolling Windows Positive
99.34%
—
Market-Cap Mix
L 67% · M 21% · S 11%
L 33% · M 60% · S 3%
Number of Stocks
42
35
Portfolio P/E
30.97
35.94
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%
BSE Ltd · 4.95%
Multi Commodity Exchange of India Ltd · 4.44%
Oracle Financial Services Software Ltd · 4.41%
Coforge Ltd · 3.67%
NLC India Ltd · 3.63%
Top Sectors
Financial Services · 32.03%
Capital Goods · 9.43%
Information Technology · 6.26%
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Fixed Fee
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
—