Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP) vs Motilal Oswal-Founders
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Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP)
Motilal Oswal-Founders
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%
0.25%
6 Months
−2.37%
15.19%
1 Year
−2.18%
3.21%
3 Years
7.83%
19.65%
5 Years
8.45%
—
Since Inception
11.13%
25.09%
Fund Age
11 yrs 3 mo
3 yrs 5 mo
AUM
₹82.12 Cr
₹4,148.34 Cr
Alpha – 1 Year
−1.83%
0.23%
Alpha – 3 Years
−1.17%
7.77%
Information Ratio – 3 Years
-0.28
0.62
Volatility – 1 Year
16.28%
21.54%
Volatility – 3 Years
14.70%
22.15%
Beta – 1 Year
1.02
1.06
Beta – 3 Years
1.03
1.15
Sharpe Ratio – 1 Year
-0.38
-0.01
Sharpe Ratio – 3 Years
0.23
0.68
Worst Rolling Year
-2.66%
19.49%
Value at Worst Rolling Year
₹0.97 Cr
₹1.19 Cr
Deepest Drawdown
−21.45%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.44%
100.00%
Median Rolling Year
14.04%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 78% · M 13% · S 8%
L 26% · M 35% · S 37%
Number of Stocks
31
26
Portfolio P/E
27.03
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Financial Services · 28.63%
Information Technology · 8.50%
Fast Moving Consumer Goods · 8.25%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%