Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP) vs Sanctum Wealth - Indian Olympians
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP)
Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP)
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.43%
1.47%
6 Months
−0.15%
5.42%
1 Year
3.64%
9.64%
3 Years
7.57%
10.36%
5 Years
7.89%
7.75%
Since Inception
17.66%
11.08%
Fund Age
17 yrs 7 mo
9 yrs 11 mo
AUM
₹185.1 Cr
₹66.05 Cr
Alpha – 1 Year
3.99%
9.99%
Alpha – 3 Years
−1.43%
1.36%
Information Ratio – 3 Years
-0.34
0.51
Volatility – 1 Year
16.54%
17.05%
Volatility – 3 Years
14.10%
14.23%
Beta – 1 Year
1.02
1.05
Beta – 3 Years
0.99
1.00
Sharpe Ratio – 1 Year
-0.02
0.31
Sharpe Ratio – 3 Years
0.22
0.40
Worst Rolling Year
-13.10%
0.57%
Value at Worst Rolling Year
₹0.87 Cr
₹1.01 Cr
Deepest Drawdown
−19.27%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
88.58%
99.96%
Median Rolling Year
13.79%
11.79%
5-Year Rolling Windows Positive
99.34%
100.00%
Market-Cap Mix
L 67% · M 21% · S 11%
L 84% · M 12%
Number of Stocks
42
23
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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Financial Services · 32.03%
Capital Goods · 9.43%
Information Technology · 6.26%
—
Fixed Fee
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
—