Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP) vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP)
Sowilo Multicap Fund
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%
3.12%
6 Months
−2.37%
20.18%
1 Year
−2.18%
17.30%
3 Years
7.83%
18.32%
5 Years
8.45%
—
Since Inception
11.13%
21.17%
Fund Age
11 yrs 3 mo
3 yrs 2 mo
AUM
₹82.12 Cr
₹171.55 Cr
Alpha – 1 Year
−1.83%
12.58%
Alpha – 3 Years
−1.17%
6.23%
Information Ratio – 3 Years
-0.28
0.82
Volatility – 1 Year
16.28%
24.39%
Volatility – 3 Years
14.70%
21.61%
Beta – 1 Year
1.02
1.30
Beta – 3 Years
1.03
1.25
Sharpe Ratio – 1 Year
-0.38
0.55
Sharpe Ratio – 3 Years
0.23
0.70
Worst Rolling Year
-2.66%
18.30%
Value at Worst Rolling Year
₹0.97 Cr
₹1.18 Cr
Deepest Drawdown
−21.45%
−26.88%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
99.44%
100.00%
Median Rolling Year
14.04%
19.41%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 78% · M 13% · S 8%
L 4% · M 4% · S 88%
Number of Stocks
31
82
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%
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
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%
1% / 0% / 0%