Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP) vs Avestha - Growth
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP)
Avestha - Growth
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%
0.64%
6 Months
−2.37%
21.51%
1 Year
−2.18%
15.87%
3 Years
7.83%
14.38%
5 Years
8.45%
17.96%
Since Inception
11.13%
16.82%
Fund Age
11 yrs 3 mo
8 yrs 9 mo
AUM
₹82.12 Cr
₹1,503.25 Cr
Alpha – 1 Year
−1.83%
11.15%
Alpha – 3 Years
−1.17%
2.29%
Information Ratio – 3 Years
-0.28
0.39
Volatility – 1 Year
16.28%
27.51%
Volatility – 3 Years
14.70%
22.70%
Beta – 1 Year
1.02
1.48
Beta – 3 Years
1.03
1.25
Sharpe Ratio – 1 Year
-0.38
0.47
Sharpe Ratio – 3 Years
0.23
0.50
Worst Rolling Year
-2.66%
1.64%
Value at Worst Rolling Year
₹0.97 Cr
₹1.02 Cr
Deepest Drawdown
−21.45%
−24.39%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
99.44%
100.00%
Median Rolling Year
14.04%
23.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 78% · M 13% · S 8%
L 12% · M 19% · S 67%
Number of Stocks
31
17
Portfolio P/E
27.03
—
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%
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
Top Sectors
Financial Services · 28.63%
Information Technology · 8.50%
Fast Moving Consumer Goods · 8.25%
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%