Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP) vs Motilal Oswal - Mid to Mega strategy
Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP)
Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP)
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.74%
4.17%
6 Months
−2.37%
19.62%
1 Year
−2.18%
12.19%
3 Years
7.83%
23.51%
5 Years
8.45%
13.96%
Since Inception
11.13%
23.13%
Fund Age
11 yrs 3 mo
6 yrs 7 mo
AUM
₹82.12 Cr
₹2,332.81 Cr
Alpha – 1 Year
−1.83%
9.21%
Alpha – 3 Years
−1.17%
11.63%
Information Ratio – 3 Years
-0.28
0.83
Volatility – 1 Year
16.28%
26.11%
Volatility – 3 Years
14.70%
21.82%
Beta – 1 Year
1.02
1.32
Beta – 3 Years
1.03
1.14
Sharpe Ratio – 1 Year
-0.38
0.33
Sharpe Ratio – 3 Years
0.23
0.83
Worst Rolling Year
-2.66%
12.50%
Value at Worst Rolling Year
₹0.97 Cr
₹1.13 Cr
Deepest Drawdown
−21.45%
−24.27%
Recovery Period
Not yet recovered
461 days
1-Year Rolling Windows Positive
99.44%
100.00%
Median Rolling Year
14.04%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 78% · M 13% · S 8%
L 14% · M 33% · S 52%
Number of Stocks
31
33
Portfolio P/E
27.03
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
Financial Services · 28.63%
Information Technology · 8.50%
Fast Moving Consumer Goods · 8.25%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%