Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP) vs Scient - Aries
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP)
Scient - Aries
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−1.74%
−0.96%
6 Months
−2.37%
−5.85%
1 Year
−2.18%
1.08%
3 Years
7.83%
1.92%
5 Years
8.45%
1.54%
Since Inception
11.13%
4.73%
Fund Age
11 yrs 3 mo
9 yrs 11 mo
AUM
₹82.12 Cr
₹4.85 Cr
Alpha – 1 Year
−1.83%
−8.50%
Alpha – 3 Years
−1.17%
−7.97%
Information Ratio – 3 Years
-0.28
—
Volatility – 1 Year
16.28%
9.90%
Volatility – 3 Years
14.70%
26.17%
Beta – 1 Year
1.02
—
Beta – 3 Years
1.03
—
Sharpe Ratio – 1 Year
-0.38
-0.53
Sharpe Ratio – 3 Years
0.23
0.01
Worst Rolling Year
-2.66%
2.80%
Value at Worst Rolling Year
₹0.97 Cr
₹1.03 Cr
Deepest Drawdown
−21.45%
−28.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.44%
100.00%
Median Rolling Year
14.04%
12.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 78% · M 13% · S 8%
—
Number of Stocks
31
—
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%
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
Top Sectors
Financial Services · 28.63%
Information Technology · 8.50%
Fast Moving Consumer Goods · 8.25%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%