Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP) vs Tamohara - Q Strategy
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Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP)
Tamohara - Q Strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.74%
−0.46%
6 Months
−2.37%
6.77%
1 Year
−2.18%
7.38%
3 Years
7.83%
9.03%
5 Years
8.45%
—
Since Inception
11.13%
10.29%
Fund Age
11 yrs 3 mo
4 yrs 2 mo
AUM
₹82.12 Cr
₹9.69 Cr
Alpha – 1 Year
−1.83%
7.73%
Alpha – 3 Years
−1.17%
0.04%
Information Ratio – 3 Years
-0.28
0.09
Volatility – 1 Year
16.28%
17.08%
Volatility – 3 Years
14.70%
16.18%
Beta – 1 Year
1.02
0.95
Beta – 3 Years
1.03
1.08
Sharpe Ratio – 1 Year
-0.38
0.20
Sharpe Ratio – 3 Years
0.23
0.33
Worst Rolling Year
-2.66%
7.39%
Value at Worst Rolling Year
₹0.97 Cr
₹1.07 Cr
Deepest Drawdown
−21.45%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.44%
100.00%
Median Rolling Year
14.04%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 78% · M 13% · S 8%
L 41% · M 53%
Number of Stocks
31
22
Portfolio P/E
27.03
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
Financial Services · 28.63%
Information Technology · 8.50%
Fast Moving Consumer Goods · 8.25%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –