Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP) vs Magadh - Future Stars
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Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP)
Magadh - Future Stars
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.74%
3.10%
6 Months
−2.37%
4.24%
1 Year
−2.18%
17.00%
3 Years
7.83%
21.79%
5 Years
8.45%
20.77%
Since Inception
11.13%
20.65%
Fund Age
11 yrs 3 mo
5 yrs
AUM
₹82.12 Cr
₹88.27 Cr
Alpha – 1 Year
−1.83%
12.28%
Alpha – 3 Years
−1.17%
9.70%
Information Ratio – 3 Years
-0.28
1.38
Volatility – 1 Year
16.28%
20.96%
Volatility – 3 Years
14.70%
18.52%
Beta – 1 Year
1.02
1.12
Beta – 3 Years
1.03
1.04
Sharpe Ratio – 1 Year
-0.38
0.60
Sharpe Ratio – 3 Years
0.23
1.04
Worst Rolling Year
-2.66%
21.72%
Value at Worst Rolling Year
₹0.97 Cr
₹1.22 Cr
Deepest Drawdown
−21.45%
−18.76%
Recovery Period
Not yet recovered
428 days
1-Year Rolling Windows Positive
99.44%
100.00%
Median Rolling Year
14.04%
30.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 78% · M 13% · S 8%
L 19% · M 45% · S 35%
Number of Stocks
31
25
Portfolio P/E
27.03
27.45
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%
Laurus Labs Ltd · 10.50%
V2 Retail Ltd · 9.50%
Bank of Maharashtra · 9.16%
Eternal Ltd · 8.75%
Bank of India · 8.20%
Top Sectors
Financial Services · 28.63%
Information Technology · 8.50%
Fast Moving Consumer Goods · 8.25%
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0.5% / 0% / 0%