Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Innovation vs ATLAS - Multicap PMS Fund
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Innovation
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
−2.26%
3.76%
6 Months
2.99%
11.66%
1 Year
−3.69%
12.54%
3 Years
10.02%
11.42%
5 Years
11.07%
—
Since Inception
15.34%
6.78%
Fund Age
8 yrs 4 mo
4 yrs 10 mo
AUM
₹143.52 Cr
₹2.34 Cr
Alpha – 1 Year
−8.41%
7.82%
Alpha – 3 Years
−2.07%
−0.67%
Information Ratio – 3 Years
-0.34
-0.04
Volatility – 1 Year
19.13%
21.44%
Volatility – 3 Years
16.08%
14.93%
Beta – 1 Year
1.05
1.05
Beta – 3 Years
0.98
0.81
Sharpe Ratio – 1 Year
-0.38
0.41
Sharpe Ratio – 3 Years
0.35
0.50
Worst Rolling Year
10.02%
3.84%
Value at Worst Rolling Year
₹1.10 Cr
₹1.04 Cr
Deepest Drawdown
−22.11%
−16.40%
Recovery Period
Not yet recovered
37 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.21%
9.56%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 50% · M 21% · S 27%
L 46% · M 22% · S 27%
Number of Stocks
30
19
Portfolio P/E
35.28
29.80
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%
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 · 28.99%
Information Technology · 12.38%
Telecommunication · 9.09%
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%