Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP) vs ATLAS - Midcap PMS Fund
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP)
ATLAS - Midcap PMS Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.43%
−0.22%
6 Months
−0.15%
8.59%
1 Year
3.64%
1.40%
3 Years
7.57%
11.84%
5 Years
7.89%
6.21%
Since Inception
17.66%
7.85%
Fund Age
17 yrs 7 mo
5 yrs 3 mo
AUM
₹185.1 Cr
₹3.73 Cr
Alpha – 1 Year
3.99%
−3.32%
Alpha – 3 Years
−1.43%
−0.25%
Information Ratio – 3 Years
-0.34
0.11
Volatility – 1 Year
16.54%
23.13%
Volatility – 3 Years
14.10%
17.54%
Beta – 1 Year
1.02
1.25
Beta – 3 Years
0.99
0.97
Sharpe Ratio – 1 Year
-0.02
-0.06
Sharpe Ratio – 3 Years
0.22
0.45
Worst Rolling Year
-13.10%
5.77%
Value at Worst Rolling Year
₹0.87 Cr
₹1.06 Cr
Deepest Drawdown
−19.27%
−23.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
88.58%
100.00%
Median Rolling Year
13.79%
12.08%
5-Year Rolling Windows Positive
99.34%
100.00%
Market-Cap Mix
L 67% · M 21% · S 11%
L 3% · M 32% · S 59%
Number of Stocks
42
19
Portfolio P/E
30.97
26.66
Top 5 Holdings
ICICI Bank Ltd · 6.18%
Bharti Airtel Ltd · 5.54%
Sun Pharmaceutical Industries Ltd · 4.58%
HDFC Bank Ltd · 4.42%
United Spirits Ltd · 4.01%
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 · 32.03%
Capital Goods · 9.43%
Information Technology · 6.26%
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 0%