Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP) vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP)
Sowilo Multicap Fund
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%
3.12%
6 Months
−0.15%
20.18%
1 Year
3.64%
17.30%
3 Years
7.57%
18.32%
5 Years
7.89%
—
Since Inception
17.66%
21.17%
Fund Age
17 yrs 7 mo
3 yrs 2 mo
AUM
₹185.1 Cr
₹171.55 Cr
Alpha – 1 Year
3.99%
12.58%
Alpha – 3 Years
−1.43%
6.23%
Information Ratio – 3 Years
-0.34
0.82
Volatility – 1 Year
16.54%
24.39%
Volatility – 3 Years
14.10%
21.61%
Beta – 1 Year
1.02
1.30
Beta – 3 Years
0.99
1.25
Sharpe Ratio – 1 Year
-0.02
0.55
Sharpe Ratio – 3 Years
0.22
0.70
Worst Rolling Year
-13.10%
18.30%
Value at Worst Rolling Year
₹0.87 Cr
₹1.18 Cr
Deepest Drawdown
−19.27%
−26.88%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
88.58%
100.00%
Median Rolling Year
13.79%
19.41%
5-Year Rolling Windows Positive
99.34%
—
Market-Cap Mix
L 67% · M 21% · S 11%
L 4% · M 4% · S 88%
Number of Stocks
42
82
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%
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
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%
1% / 0% / 0%