Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP) vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP)
Motilal Oswal-Founders
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.43%
0.25%
6 Months
−0.15%
15.19%
1 Year
3.64%
3.21%
3 Years
7.57%
19.65%
5 Years
7.89%
—
Since Inception
17.66%
25.09%
Fund Age
17 yrs 7 mo
3 yrs 5 mo
AUM
₹185.1 Cr
₹4,148.34 Cr
Alpha – 1 Year
3.99%
0.23%
Alpha – 3 Years
−1.43%
7.77%
Information Ratio – 3 Years
-0.34
0.62
Volatility – 1 Year
16.54%
21.54%
Volatility – 3 Years
14.10%
22.15%
Beta – 1 Year
1.02
1.06
Beta – 3 Years
0.99
1.15
Sharpe Ratio – 1 Year
-0.02
-0.01
Sharpe Ratio – 3 Years
0.22
0.68
Worst Rolling Year
-13.10%
19.49%
Value at Worst Rolling Year
₹0.87 Cr
₹1.19 Cr
Deepest Drawdown
−19.27%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
88.58%
100.00%
Median Rolling Year
13.79%
21.76%
5-Year Rolling Windows Positive
99.34%
—
Market-Cap Mix
L 67% · M 21% · S 11%
L 26% · M 35% · S 37%
Number of Stocks
42
26
Portfolio P/E
30.97
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Financial Services · 32.03%
Capital Goods · 9.43%
Information Technology · 6.26%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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%