Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP) vs ATLAS - Multicap PMS Fund
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
ATLAS - Multicap PMS Fund
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
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
0.54%
3.76%
6 Months
3.13%
11.66%
1 Year
3.79%
12.54%
3 Years
10.28%
11.42%
5 Years
10.26%
—
Since Inception
14.16%
6.78%
Fund Age
8 yrs 2 mo
4 yrs 10 mo
AUM
₹1,116.87 Cr
₹2.34 Cr
Alpha – 1 Year
−0.93%
7.82%
Alpha – 3 Years
−1.81%
−0.67%
Information Ratio – 3 Years
-0.53
-0.04
Volatility – 1 Year
16.47%
21.44%
Volatility – 3 Years
15.93%
14.93%
Beta – 1 Year
0.94
1.05
Beta – 3 Years
1.02
0.81
Sharpe Ratio – 1 Year
-0.01
0.41
Sharpe Ratio – 3 Years
0.36
0.50
Worst Rolling Year
9.53%
3.84%
Value at Worst Rolling Year
₹1.10 Cr
₹1.04 Cr
Deepest Drawdown
−22.48%
−16.40%
Recovery Period
Not yet recovered
37 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.27%
9.56%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 52% · M 29% · S 15%
L 46% · M 22% · S 27%
Number of Stocks
40
19
Portfolio P/E
27.63
29.80
Top 5 Holdings
ICICI Bank Ltd · 5.53%
Bharti Airtel Ltd · 5.15%
Bharat Dynamics Ltd · 4.85%
Cholamandalam Investment & Finance Company Ltd · 4.36%
Torrent Pharmaceuticals Ltd · 4.28%
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 · 26.29%
Capital Goods · 11.69%
Healthcare · 8.36%
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%