Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP) vs Sundaram Alternate - Rising Stars
Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP)
Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP)
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
−2.37%
31.10%
1 Year
−2.18%
52.47%
3 Years
7.83%
17.74%
5 Years
8.45%
16.38%
Since Inception
11.13%
15.58%
Fund Age
11 yrs 3 mo
16 yrs 9 mo
AUM
₹82.12 Cr
₹132.42 Cr
Alpha – 1 Year
−1.83%
47.75%
Alpha – 3 Years
−1.17%
5.65%
Information Ratio – 3 Years
-0.28
0.46
Volatility – 1 Year
16.28%
26.74%
Volatility – 3 Years
14.70%
21.32%
Beta – 1 Year
1.02
1.30
Beta – 3 Years
1.03
0.97
Sharpe Ratio – 1 Year
-0.38
1.52
Sharpe Ratio – 3 Years
0.23
0.68
Worst Rolling Year
-2.66%
-15.93%
Value at Worst Rolling Year
₹0.97 Cr
₹0.84 Cr
Deepest Drawdown
−21.45%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
99.44%
89.14%
Median Rolling Year
14.04%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 78% · M 13% · S 8%
M 9% · S 83%
Number of Stocks
31
26
Portfolio P/E
27.03
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Financial Services · 28.63%
Information Technology · 8.50%
Fast Moving Consumer Goods · 8.25%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%