Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP) vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP)
Motilal Oswal - Ethical
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%
1.53%
6 Months
−0.15%
18.13%
1 Year
3.64%
13.15%
3 Years
7.57%
14.12%
5 Years
7.89%
11.96%
Since Inception
17.66%
13.25%
Fund Age
17 yrs 7 mo
5 yrs 1 mo
AUM
₹185.1 Cr
₹77.09 Cr
Alpha – 1 Year
3.99%
10.17%
Alpha – 3 Years
−1.43%
2.24%
Information Ratio – 3 Years
-0.34
0.36
Volatility – 1 Year
16.54%
23.76%
Volatility – 3 Years
14.10%
19.81%
Beta – 1 Year
1.02
1.23
Beta – 3 Years
0.99
1.14
Sharpe Ratio – 1 Year
-0.02
0.40
Sharpe Ratio – 3 Years
0.22
0.50
Worst Rolling Year
-13.10%
8.04%
Value at Worst Rolling Year
₹0.87 Cr
₹1.08 Cr
Deepest Drawdown
−19.27%
−27.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
88.58%
100.00%
Median Rolling Year
13.79%
16.70%
5-Year Rolling Windows Positive
99.34%
100.00%
Market-Cap Mix
L 67% · M 21% · S 11%
L 28% · M 28% · S 44%
Number of Stocks
42
20
Portfolio P/E
30.97
52.66
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%
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
Financial Services · 32.03%
Capital Goods · 9.43%
Information Technology · 6.26%
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%