Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP) vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP)
Karma - Wealth Builder
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%
4.30%
6 Months
−0.15%
9.50%
1 Year
3.64%
10.30%
3 Years
7.57%
13.40%
5 Years
7.89%
13.85%
Since Inception
17.66%
12.90%
Fund Age
17 yrs 7 mo
19 yrs 8 mo
AUM
₹185.1 Cr
₹295.65 Cr
Alpha – 1 Year
3.99%
5.60%
Alpha – 3 Years
−1.43%
1.30%
Information Ratio – 3 Years
-0.34
0.46
Volatility – 1 Year
16.54%
20.18%
Volatility – 3 Years
14.10%
17.30%
Beta – 1 Year
1.02
1.09
Beta – 3 Years
0.99
1.05
Sharpe Ratio – 1 Year
-0.02
0.32
Sharpe Ratio – 3 Years
0.22
0.49
Worst Rolling Year
-13.10%
-20.52%
Value at Worst Rolling Year
₹0.87 Cr
₹0.79 Cr
Deepest Drawdown
−19.27%
−12.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
88.58%
82.46%
Median Rolling Year
13.79%
16.95%
5-Year Rolling Windows Positive
99.34%
98.31%
Market-Cap Mix
L 67% · M 21% · S 11%
L 21% · M 15% · S 62%
Number of Stocks
42
—
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%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
Top Sectors
Financial Services · 32.03%
Capital Goods · 9.43%
Information Technology · 6.26%
—
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –