Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP) vs Ayan-PriceBridge Upswing
Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP)
Ayan-PriceBridge Upswing
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP)
Ayan-PriceBridge Upswing
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
−1.74%
0.67%
6 Months
−2.37%
6.20%
1 Year
−2.18%
9.45%
3 Years
7.83%
11.74%
5 Years
8.45%
—
Since Inception
11.13%
12.77%
Fund Age
11 yrs 3 mo
3 yrs 7 mo
AUM
₹82.12 Cr
₹223.43 Cr
Alpha – 1 Year
−1.83%
9.88%
Alpha – 3 Years
−1.17%
3.17%
Information Ratio – 3 Years
-0.28
0.40
Volatility – 1 Year
16.28%
16.24%
Volatility – 3 Years
14.70%
16.22%
Beta – 1 Year
1.02
0.89
Beta – 3 Years
1.03
1.02
Sharpe Ratio – 1 Year
-0.38
0.30
Sharpe Ratio – 3 Years
0.23
0.44
Worst Rolling Year
-2.66%
11.49%
Value at Worst Rolling Year
₹0.97 Cr
₹1.11 Cr
Deepest Drawdown
−21.45%
−24.20%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.44%
100.00%
Median Rolling Year
14.04%
13.89%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 78% · M 13% · S 8%
L 45% · M 31% · S 19%
Number of Stocks
31
96
Portfolio P/E
27.03
27.01
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%
Bosch Ltd · 3.98%
Redington Ltd · 3.65%
Tech Mahindra Ltd · 3.48%
Max Healthcare Institute Ltd · 3.45%
Hindalco Industries Ltd · 3.41%
Top Sectors
Financial Services · 28.63%
Information Technology · 8.50%
Fast Moving Consumer Goods · 8.25%
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Fixed Fee
2.50% / yr
1.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%