Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP) vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP)
SVAN Velocity
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%
3.40%
6 Months
−0.15%
21.77%
1 Year
3.64%
16.05%
3 Years
7.57%
23.24%
5 Years
7.89%
—
Since Inception
17.66%
24.82%
Fund Age
17 yrs 7 mo
3 yrs 1 mo
AUM
₹185.1 Cr
₹415.03 Cr
Alpha – 1 Year
3.99%
11.33%
Alpha – 3 Years
−1.43%
11.15%
Information Ratio – 3 Years
-0.34
0.72
Volatility – 1 Year
16.54%
25.50%
Volatility – 3 Years
14.10%
24.35%
Beta – 1 Year
1.02
1.34
Beta – 3 Years
0.99
1.27
Sharpe Ratio – 1 Year
-0.02
0.50
Sharpe Ratio – 3 Years
0.22
0.77
Worst Rolling Year
-13.10%
23.24%
Value at Worst Rolling Year
₹0.87 Cr
₹1.23 Cr
Deepest Drawdown
−19.27%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
88.58%
100.00%
Median Rolling Year
13.79%
24.73%
5-Year Rolling Windows Positive
99.34%
—
Market-Cap Mix
L 67% · M 21% · S 11%
M 2% · S 95%
Number of Stocks
42
—
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
Financial Services · 32.03%
Capital Goods · 9.43%
Information Technology · 6.26%
—
Fixed Fee
2.25% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / – / –