Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP) vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP)
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.43%
5.72%
6 Months
−0.15%
23.48%
1 Year
3.64%
38.68%
3 Years
7.57%
26.01%
5 Years
7.89%
16.58%
Since Inception
17.66%
18.98%
Fund Age
17 yrs 7 mo
16 yrs 6 mo
AUM
₹185.1 Cr
₹1,885.18 Cr
Alpha – 1 Year
3.99%
33.96%
Alpha – 3 Years
−1.43%
13.92%
Information Ratio – 3 Years
-0.34
1.27
Volatility – 1 Year
16.54%
28.06%
Volatility – 3 Years
14.10%
20.41%
Beta – 1 Year
1.02
1.39
Beta – 3 Years
0.99
1.06
Sharpe Ratio – 1 Year
-0.02
1.12
Sharpe Ratio – 3 Years
0.22
1.06
Worst Rolling Year
-13.10%
-4.06%
Value at Worst Rolling Year
₹0.87 Cr
₹0.96 Cr
Deepest Drawdown
−19.27%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
88.58%
98.28%
Median Rolling Year
13.79%
16.41%
5-Year Rolling Windows Positive
99.34%
99.28%
Market-Cap Mix
L 67% · M 21% · S 11%
L 40% · M 32% · S 24%
Number of Stocks
42
28
Portfolio P/E
30.97
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Financial Services · 32.03%
Capital Goods · 9.43%
Information Technology · 6.26%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%