Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP) vs Sanctum Wealth - Indian Titans
Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP)
Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP)
Sanctum Wealth - Indian Titans
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%
1.73%
6 Months
−2.37%
7.38%
1 Year
−2.18%
6.08%
3 Years
7.83%
8.22%
5 Years
8.45%
7.99%
Since Inception
11.13%
12.63%
Fund Age
11 yrs 3 mo
9 yrs 9 mo
AUM
₹82.12 Cr
₹145.75 Cr
Alpha – 1 Year
−1.83%
1.36%
Alpha – 3 Years
−1.17%
−3.87%
Information Ratio – 3 Years
-0.28
-0.60
Volatility – 1 Year
16.28%
20.08%
Volatility – 3 Years
14.70%
16.27%
Beta – 1 Year
1.02
1.12
Beta – 3 Years
1.03
1.00
Sharpe Ratio – 1 Year
-0.38
0.13
Sharpe Ratio – 3 Years
0.23
0.24
Worst Rolling Year
-2.66%
-1.76%
Value at Worst Rolling Year
₹0.97 Cr
₹0.98 Cr
Deepest Drawdown
−21.45%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.44%
98.75%
Median Rolling Year
14.04%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 78% · M 13% · S 8%
L 62% · M 20% · S 7%
Number of Stocks
31
25
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 · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
Financial Services · 28.63%
Information Technology · 8.50%
Fast Moving Consumer Goods · 8.25%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%