Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Innovation vs ATLAS - Midcap PMS Fund
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Innovation
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
−2.26%
−0.22%
6 Months
2.99%
8.59%
1 Year
−3.69%
1.40%
3 Years
10.02%
11.84%
5 Years
11.07%
6.21%
Since Inception
15.34%
7.85%
Fund Age
8 yrs 4 mo
5 yrs 3 mo
AUM
₹143.52 Cr
₹3.73 Cr
Alpha – 1 Year
−8.41%
−3.32%
Alpha – 3 Years
−2.07%
−0.25%
Information Ratio – 3 Years
-0.34
0.11
Volatility – 1 Year
19.13%
23.13%
Volatility – 3 Years
16.08%
17.54%
Beta – 1 Year
1.05
1.25
Beta – 3 Years
0.98
0.97
Sharpe Ratio – 1 Year
-0.38
-0.06
Sharpe Ratio – 3 Years
0.35
0.45
Worst Rolling Year
10.02%
5.77%
Value at Worst Rolling Year
₹1.10 Cr
₹1.06 Cr
Deepest Drawdown
−22.11%
−23.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.21%
12.08%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 50% · M 21% · S 27%
L 3% · M 32% · S 59%
Number of Stocks
30
19
Portfolio P/E
35.28
26.66
Top 5 Holdings
Bharti Airtel Ltd · 9.09%
ICICI Bank Ltd · 8.91%
Persistent Systems Ltd · 7.82%
Trent Ltd · 6.92%
Fiem Industries Ltd · 5.76%
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 · 28.99%
Information Technology · 12.38%
Telecommunication · 9.09%
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%