Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP) vs Ambit - caliber
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Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP)
Ambit - caliber
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.74%
1.17%
6 Months
−2.37%
3.92%
1 Year
−2.18%
9.29%
3 Years
7.83%
14.80%
5 Years
8.45%
9.78%
Since Inception
11.13%
14.35%
Fund Age
11 yrs 3 mo
5 yrs 5 mo
AUM
₹82.12 Cr
₹95.56 Cr
Alpha – 1 Year
−1.83%
9.72%
Alpha – 3 Years
−1.17%
6.23%
Information Ratio – 3 Years
-0.28
0.76
Volatility – 1 Year
16.28%
16.82%
Volatility – 3 Years
14.70%
15.81%
Beta – 1 Year
1.02
1.02
Beta – 3 Years
1.03
0.98
Sharpe Ratio – 1 Year
-0.38
0.29
Sharpe Ratio – 3 Years
0.23
0.61
Worst Rolling Year
-2.66%
5.26%
Value at Worst Rolling Year
₹0.97 Cr
₹1.05 Cr
Deepest Drawdown
−21.45%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.44%
100.00%
Median Rolling Year
14.04%
15.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 78% · M 13% · S 8%
L 55% · M 33% · S 10%
Number of Stocks
31
59
Portfolio P/E
27.03
34.30
Top 5 Holdings
Bharti Airtel Ltd · 7.84%
ICICI Bank Ltd · 7.15%
Trent Ltd · 6.30%
Cummins India Ltd · 5.29%
HDFC Bank Ltd · 4.63%
Bajaj Finance Ltd · 5.19%
ICICI Bank Ltd · 4.86%
Bajaj Auto Ltd · 4.60%
Syrma SGS Technology Ltd · 3.60%
Piramal Finance Ltd · 3.49%
Top Sectors
Financial Services · 28.63%
Information Technology · 8.50%
Fast Moving Consumer Goods · 8.25%
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%