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Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP) vs White Pine India Emerging Stars Approach
Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP)
White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP)
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−1.74%
0.30%
6 Months
−2.37%
26.99%
1 Year
−2.18%
26.29%
3 Years
7.83%
27.01%
5 Years
8.45%
—
Since Inception
11.13%
35.84%
Fund Age
11 yrs 3 mo
4 yrs 3 mo
AUM
₹82.12 Cr
₹521.91 Cr
Alpha – 1 Year
−1.83%
28.33%
Alpha – 3 Years
−1.17%
20.36%
Information Ratio – 3 Years
-0.28
—
Volatility – 1 Year
16.28%
31.27%
Volatility – 3 Years
14.70%
25.96%
Beta – 1 Year
1.02
—
Beta – 3 Years
1.03
—
Sharpe Ratio – 1 Year
-0.38
0.72
Sharpe Ratio – 3 Years
0.23
0.85
Worst Rolling Year
-2.66%
27.02%
Value at Worst Rolling Year
₹0.97 Cr
₹1.27 Cr
Deepest Drawdown
−21.45%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
99.44%
100.00%
Median Rolling Year
14.04%
36.88%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 78% · M 13% · S 8%
—
Number of Stocks
31
49
Portfolio P/E
27.03
21.17
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%
—
Top Sectors
Financial Services · 28.63%
Information Technology · 8.50%
Fast Moving Consumer Goods · 8.25%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
—