Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP) vs Sundaram Alternate - SELF
Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP)
Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP)
Sundaram Alternate - SELF
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.74%
7.67%
6 Months
−2.37%
27.70%
1 Year
−2.18%
47.52%
3 Years
7.83%
23.98%
5 Years
8.45%
15.87%
Since Inception
11.13%
18.55%
Fund Age
11 yrs 3 mo
16 yrs 2 mo
AUM
₹82.12 Cr
₹1,022.92 Cr
Alpha – 1 Year
−1.83%
42.80%
Alpha – 3 Years
−1.17%
11.89%
Information Ratio – 3 Years
-0.28
1.12
Volatility – 1 Year
16.28%
28.29%
Volatility – 3 Years
14.70%
20.76%
Beta – 1 Year
1.02
1.36
Beta – 3 Years
1.03
1.07
Sharpe Ratio – 1 Year
-0.38
1.33
Sharpe Ratio – 3 Years
0.23
0.99
Worst Rolling Year
-2.66%
-4.58%
Value at Worst Rolling Year
₹0.97 Cr
₹0.95 Cr
Deepest Drawdown
−21.45%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
99.44%
97.86%
Median Rolling Year
14.04%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 78% · M 13% · S 8%
L 22% · M 32% · S 42%
Number of Stocks
31
26
Portfolio P/E
27.03
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 28.63%
Information Technology · 8.50%
Fast Moving Consumer Goods · 8.25%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%