Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP) vs Sundaram Alternate - SISOP
Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP)
Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP)
Sundaram Alternate - SISOP
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%
5.72%
6 Months
−2.37%
23.48%
1 Year
−2.18%
38.68%
3 Years
7.83%
26.01%
5 Years
8.45%
16.58%
Since Inception
11.13%
18.98%
Fund Age
11 yrs 3 mo
16 yrs 6 mo
AUM
₹82.12 Cr
₹1,885.18 Cr
Alpha – 1 Year
−1.83%
33.96%
Alpha – 3 Years
−1.17%
13.92%
Information Ratio – 3 Years
-0.28
1.27
Volatility – 1 Year
16.28%
28.06%
Volatility – 3 Years
14.70%
20.41%
Beta – 1 Year
1.02
1.39
Beta – 3 Years
1.03
1.06
Sharpe Ratio – 1 Year
-0.38
1.12
Sharpe Ratio – 3 Years
0.23
1.06
Worst Rolling Year
-2.66%
-4.06%
Value at Worst Rolling Year
₹0.97 Cr
₹0.96 Cr
Deepest Drawdown
−21.45%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
99.44%
98.28%
Median Rolling Year
14.04%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 78% · M 13% · S 8%
L 40% · M 32% · S 24%
Number of Stocks
31
28
Portfolio P/E
27.03
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Financial Services · 28.63%
Information Technology · 8.50%
Fast Moving Consumer Goods · 8.25%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%