Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP) vs Sanctum Wealth - Indian Olympians
Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP)
Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP)
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−1.74%
1.47%
6 Months
−2.37%
5.42%
1 Year
−2.18%
9.64%
3 Years
7.83%
10.36%
5 Years
8.45%
7.75%
Since Inception
11.13%
11.08%
Fund Age
11 yrs 3 mo
9 yrs 11 mo
AUM
₹82.12 Cr
₹66.05 Cr
Alpha – 1 Year
−1.83%
9.99%
Alpha – 3 Years
−1.17%
1.36%
Information Ratio – 3 Years
-0.28
0.51
Volatility – 1 Year
16.28%
17.05%
Volatility – 3 Years
14.70%
14.23%
Beta – 1 Year
1.02
1.05
Beta – 3 Years
1.03
1.00
Sharpe Ratio – 1 Year
-0.38
0.31
Sharpe Ratio – 3 Years
0.23
0.40
Worst Rolling Year
-2.66%
0.57%
Value at Worst Rolling Year
₹0.97 Cr
₹1.01 Cr
Deepest Drawdown
−21.45%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
99.44%
99.96%
Median Rolling Year
14.04%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 78% · M 13% · S 8%
L 84% · M 12%
Number of Stocks
31
23
Portfolio P/E
27.03
—
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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Financial Services · 28.63%
Information Technology · 8.50%
Fast Moving Consumer Goods · 8.25%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
—