Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP) vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP)
Tulsian - PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−1.74%
2.21%
6 Months
−2.37%
21.04%
1 Year
−2.18%
21.34%
3 Years
7.83%
19.08%
5 Years
8.45%
23.67%
Since Inception
11.13%
—
Fund Age
11 yrs 3 mo
6 yrs 4 mo
AUM
₹82.12 Cr
₹364.08 Cr
Alpha – 1 Year
−1.83%
21.69%
Alpha – 3 Years
−1.17%
10.08%
Information Ratio – 3 Years
-0.28
0.52
Volatility – 1 Year
16.28%
32.28%
Volatility – 3 Years
14.70%
28.08%
Beta – 1 Year
1.02
1.47
Beta – 3 Years
1.03
1.60
Sharpe Ratio – 1 Year
-0.38
0.58
Sharpe Ratio – 3 Years
0.23
0.57
Worst Rolling Year
-2.66%
15.61%
Value at Worst Rolling Year
₹0.97 Cr
₹1.16 Cr
Deepest Drawdown
−21.45%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
99.44%
100.00%
Median Rolling Year
14.04%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 78% · M 13% · S 8%
L 90% · M 10%
Number of Stocks
31
—
Portfolio P/E
27.03
—
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Financial Services · 28.63%
Information Technology · 8.50%
Fast Moving Consumer Goods · 8.25%
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%