Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP) vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP)
Sanctum Wealth - Indian Titans
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%
1.73%
6 Months
−0.15%
7.38%
1 Year
3.64%
6.08%
3 Years
7.57%
8.22%
5 Years
7.89%
7.99%
Since Inception
17.66%
12.63%
Fund Age
17 yrs 7 mo
9 yrs 9 mo
AUM
₹185.1 Cr
₹145.75 Cr
Alpha – 1 Year
3.99%
1.36%
Alpha – 3 Years
−1.43%
−3.87%
Information Ratio – 3 Years
-0.34
-0.60
Volatility – 1 Year
16.54%
20.08%
Volatility – 3 Years
14.10%
16.27%
Beta – 1 Year
1.02
1.12
Beta – 3 Years
0.99
1.00
Sharpe Ratio – 1 Year
-0.02
0.13
Sharpe Ratio – 3 Years
0.22
0.24
Worst Rolling Year
-13.10%
-1.76%
Value at Worst Rolling Year
₹0.87 Cr
₹0.98 Cr
Deepest Drawdown
−19.27%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
88.58%
98.75%
Median Rolling Year
13.79%
13.10%
5-Year Rolling Windows Positive
99.34%
100.00%
Market-Cap Mix
L 67% · M 21% · S 11%
L 62% · M 20% · S 7%
Number of Stocks
42
25
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 · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
Financial Services · 32.03%
Capital Goods · 9.43%
Information Technology · 6.26%
—
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%