Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP) vs Tamohara - TRUFFLE
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Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP)
Tamohara - TRUFFLE
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%
8.72%
6 Months
−2.37%
28.59%
1 Year
−2.18%
28.02%
3 Years
7.83%
18.67%
5 Years
8.45%
17.18%
Since Inception
11.13%
20.03%
Fund Age
11 yrs 3 mo
5 yrs 4 mo
AUM
₹82.12 Cr
₹221.27 Cr
Alpha – 1 Year
−1.83%
28.37%
Alpha – 3 Years
−1.17%
9.68%
Information Ratio – 3 Years
-0.28
0.87
Volatility – 1 Year
16.28%
22.32%
Volatility – 3 Years
14.70%
17.88%
Beta – 1 Year
1.02
1.03
Beta – 3 Years
1.03
0.95
Sharpe Ratio – 1 Year
-0.38
0.99
Sharpe Ratio – 3 Years
0.23
0.81
Worst Rolling Year
-2.66%
13.69%
Value at Worst Rolling Year
₹0.97 Cr
₹1.14 Cr
Deepest Drawdown
−21.45%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
99.44%
100.00%
Median Rolling Year
14.04%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 78% · M 13% · S 8%
L 19% · M 4% · S 74%
Number of Stocks
31
29
Portfolio P/E
27.03
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Financial Services · 28.63%
Information Technology · 8.50%
Fast Moving Consumer Goods · 8.25%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –