Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP) vs Marathon Trends - Trend Following
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP)
Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP)
Marathon Trends - Trend Following
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.43%
1.43%
6 Months
−0.15%
0.81%
1 Year
3.64%
7.79%
3 Years
7.57%
9.10%
5 Years
7.89%
—
Since Inception
17.66%
17.42%
Fund Age
17 yrs 7 mo
8 yrs 11 mo
AUM
₹185.1 Cr
₹342.11 Cr
Alpha – 1 Year
3.99%
3.07%
Alpha – 3 Years
−1.43%
−2.99%
Information Ratio – 3 Years
-0.34
0.29
Volatility – 1 Year
16.54%
17.73%
Volatility – 3 Years
14.10%
15.85%
Beta – 1 Year
1.02
1.00
Beta – 3 Years
0.99
0.98
Sharpe Ratio – 1 Year
-0.02
0.21
Sharpe Ratio – 3 Years
0.22
0.50
Worst Rolling Year
-13.10%
9.10%
Value at Worst Rolling Year
₹0.87 Cr
₹1.09 Cr
Deepest Drawdown
−19.27%
−24.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
88.58%
100.00%
Median Rolling Year
13.79%
13.58%
5-Year Rolling Windows Positive
99.34%
—
Market-Cap Mix
L 67% · M 21% · S 11%
L 40% · M 35% · S 22%
Number of Stocks
42
23
Portfolio P/E
30.97
21.69
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 · 7.05%
Federal Bank Ltd · 6.08%
Bajaj Finance Ltd · 5.79%
Shriram Finance Ltd · 5.46%
AU Small Finance Bank Ltd · 5.38%
Top Sectors
Financial Services · 32.03%
Capital Goods · 9.43%
Information Technology · 6.26%
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%