Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP) vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP)
Tamohara - Q Strategy
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%
−0.46%
6 Months
−0.15%
6.77%
1 Year
3.64%
7.38%
3 Years
7.57%
9.03%
5 Years
7.89%
—
Since Inception
17.66%
10.29%
Fund Age
17 yrs 7 mo
4 yrs 2 mo
AUM
₹185.1 Cr
₹9.69 Cr
Alpha – 1 Year
3.99%
7.73%
Alpha – 3 Years
−1.43%
0.04%
Information Ratio – 3 Years
-0.34
0.09
Volatility – 1 Year
16.54%
17.08%
Volatility – 3 Years
14.10%
16.18%
Beta – 1 Year
1.02
0.95
Beta – 3 Years
0.99
1.08
Sharpe Ratio – 1 Year
-0.02
0.20
Sharpe Ratio – 3 Years
0.22
0.33
Worst Rolling Year
-13.10%
7.39%
Value at Worst Rolling Year
₹0.87 Cr
₹1.07 Cr
Deepest Drawdown
−19.27%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
88.58%
100.00%
Median Rolling Year
13.79%
9.85%
5-Year Rolling Windows Positive
99.34%
—
Market-Cap Mix
L 67% · M 21% · S 11%
L 41% · M 53%
Number of Stocks
42
22
Portfolio P/E
30.97
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
Financial Services · 32.03%
Capital Goods · 9.43%
Information Technology · 6.26%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –