Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP) vs Avestha - Growth
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP)
Avestha - 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%
0.64%
6 Months
−0.15%
21.51%
1 Year
3.64%
15.87%
3 Years
7.57%
14.38%
5 Years
7.89%
17.96%
Since Inception
17.66%
16.82%
Fund Age
17 yrs 7 mo
8 yrs 9 mo
AUM
₹185.1 Cr
₹1,503.25 Cr
Alpha – 1 Year
3.99%
11.15%
Alpha – 3 Years
−1.43%
2.29%
Information Ratio – 3 Years
-0.34
0.39
Volatility – 1 Year
16.54%
27.51%
Volatility – 3 Years
14.10%
22.70%
Beta – 1 Year
1.02
1.48
Beta – 3 Years
0.99
1.25
Sharpe Ratio – 1 Year
-0.02
0.47
Sharpe Ratio – 3 Years
0.22
0.50
Worst Rolling Year
-13.10%
1.64%
Value at Worst Rolling Year
₹0.87 Cr
₹1.02 Cr
Deepest Drawdown
−19.27%
−24.39%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
88.58%
100.00%
Median Rolling Year
13.79%
23.50%
5-Year Rolling Windows Positive
99.34%
100.00%
Market-Cap Mix
L 67% · M 21% · S 11%
L 12% · M 19% · S 67%
Number of Stocks
42
17
Portfolio P/E
30.97
—
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%
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
Top Sectors
Financial Services · 32.03%
Capital Goods · 9.43%
Information Technology · 6.26%
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Fixed Fee
2.25% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%