Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP) vs Marathon Trends - Trend Following
Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP)
Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP)
Marathon Trends - Trend Following
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%
1.43%
6 Months
−2.37%
0.81%
1 Year
−2.18%
7.79%
3 Years
7.83%
9.10%
5 Years
8.45%
—
Since Inception
11.13%
17.42%
Fund Age
11 yrs 3 mo
8 yrs 11 mo
AUM
₹82.12 Cr
₹342.11 Cr
Alpha – 1 Year
−1.83%
3.07%
Alpha – 3 Years
−1.17%
−2.99%
Information Ratio – 3 Years
-0.28
0.29
Volatility – 1 Year
16.28%
17.73%
Volatility – 3 Years
14.70%
15.85%
Beta – 1 Year
1.02
1.00
Beta – 3 Years
1.03
0.98
Sharpe Ratio – 1 Year
-0.38
0.21
Sharpe Ratio – 3 Years
0.23
0.50
Worst Rolling Year
-2.66%
9.10%
Value at Worst Rolling Year
₹0.97 Cr
₹1.09 Cr
Deepest Drawdown
−21.45%
−24.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.44%
100.00%
Median Rolling Year
14.04%
13.58%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 78% · M 13% · S 8%
L 40% · M 35% · S 22%
Number of Stocks
31
23
Portfolio P/E
27.03
21.69
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%
Cash & Cash Equivalent · 7.05%
Federal Bank Ltd · 6.08%
Bajaj Finance Ltd · 5.79%
Shriram Finance Ltd · 5.46%
AU Small Finance Bank Ltd · 5.38%
Top Sectors
Financial Services · 28.63%
Information Technology · 8.50%
Fast Moving Consumer Goods · 8.25%
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%