Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP) vs ATLAS - Multicap PMS Fund
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Core Equity Portfolio (CEP)
ATLAS - Multicap PMS Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.43%
3.76%
6 Months
−0.15%
11.66%
1 Year
3.64%
12.54%
3 Years
7.57%
11.42%
5 Years
7.89%
—
Since Inception
17.66%
6.78%
Fund Age
17 yrs 7 mo
4 yrs 10 mo
AUM
₹185.1 Cr
₹2.34 Cr
Alpha – 1 Year
3.99%
7.82%
Alpha – 3 Years
−1.43%
−0.67%
Information Ratio – 3 Years
-0.34
-0.04
Volatility – 1 Year
16.54%
21.44%
Volatility – 3 Years
14.10%
14.93%
Beta – 1 Year
1.02
1.05
Beta – 3 Years
0.99
0.81
Sharpe Ratio – 1 Year
-0.02
0.41
Sharpe Ratio – 3 Years
0.22
0.50
Worst Rolling Year
-13.10%
3.84%
Value at Worst Rolling Year
₹0.87 Cr
₹1.04 Cr
Deepest Drawdown
−19.27%
−16.40%
Recovery Period
Not yet recovered
37 days
1-Year Rolling Windows Positive
88.58%
100.00%
Median Rolling Year
13.79%
9.56%
5-Year Rolling Windows Positive
99.34%
—
Market-Cap Mix
L 67% · M 21% · S 11%
L 46% · M 22% · S 27%
Number of Stocks
42
19
Portfolio P/E
30.97
29.80
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%
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 · 32.03%
Capital Goods · 9.43%
Information Technology · 6.26%
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
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%