Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs ATLAS - Midcap PMS Fund
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
ATLAS - Midcap PMS Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.82%
−0.22%
6 Months
7.57%
8.59%
1 Year
24.83%
1.40%
3 Years
11.31%
11.84%
5 Years
11.03%
6.21%
Since Inception
14.72%
7.85%
Fund Age
7 yrs 4 mo
5 yrs 3 mo
AUM
₹2.98 Cr
₹3.73 Cr
Alpha – 1 Year
20.11%
−3.32%
Alpha – 3 Years
−0.77%
−0.25%
Information Ratio – 3 Years
-0.21
0.11
Volatility – 1 Year
23.09%
23.13%
Volatility – 3 Years
22.29%
17.54%
Beta – 1 Year
1.17
1.25
Beta – 3 Years
1.15
0.97
Sharpe Ratio – 1 Year
0.85
-0.06
Sharpe Ratio – 3 Years
0.40
0.45
Worst Rolling Year
5.08%
5.77%
Value at Worst Rolling Year
₹1.05 Cr
₹1.06 Cr
Deepest Drawdown
−34.65%
−23.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.38%
12.08%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 99%
L 3% · M 32% · S 59%
Number of Stocks
10
19
Portfolio P/E
24.78
26.66
Top 5 Holdings
National Aluminium Company Ltd · 10.44%
Aditya Birla Capital Ltd · 10.26%
Indian Bank · 10.17%
Glenmark Pharmaceuticals Ltd · 10.05%
Bharat Heavy Electricals Ltd · 10.04%
Godrej Industries Ltd · 10.94%
Steel Authority of India Ltd · 8.51%
EIH Ltd · 8.34%
ACC Ltd · 7.75%
Sagility Ltd · 5.94%
Top Sectors
Financial Services · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 0%