Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs ATLAS - Multicap PMS Fund
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
ATLAS - Multicap PMS Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.82%
3.76%
6 Months
7.57%
11.66%
1 Year
24.83%
12.54%
3 Years
11.31%
11.42%
5 Years
11.03%
—
Since Inception
14.72%
6.78%
Fund Age
7 yrs 4 mo
4 yrs 10 mo
AUM
₹2.98 Cr
₹2.34 Cr
Alpha – 1 Year
20.11%
7.82%
Alpha – 3 Years
−0.77%
−0.67%
Information Ratio – 3 Years
-0.21
-0.04
Volatility – 1 Year
23.09%
21.44%
Volatility – 3 Years
22.29%
14.93%
Beta – 1 Year
1.17
1.05
Beta – 3 Years
1.15
0.81
Sharpe Ratio – 1 Year
0.85
0.41
Sharpe Ratio – 3 Years
0.40
0.50
Worst Rolling Year
5.08%
3.84%
Value at Worst Rolling Year
₹1.05 Cr
₹1.04 Cr
Deepest Drawdown
−34.65%
−16.40%
Recovery Period
Not yet recovered
37 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.38%
9.56%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 99%
L 46% · M 22% · S 27%
Number of Stocks
10
19
Portfolio P/E
24.78
29.80
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%
HFCL Ltd · 9.71%
Hindalco Industries Ltd · 9.12%
Steel Authority of India Ltd · 9.08%
ACC Ltd · 7.97%
Mahindra & Mahindra Ltd · 7.90%
Top Sectors
Financial Services · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
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%