Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs ATLAS - Multicap PMS Fund
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
ATLAS - Multicap PMS Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.79%
3.76%
6 Months
10.53%
11.66%
1 Year
15.92%
12.54%
3 Years
22.93%
11.42%
5 Years
18.33%
—
Since Inception
17.15%
6.78%
Fund Age
16 yrs 10 mo
4 yrs 10 mo
AUM
₹767.31 Cr
₹2.34 Cr
Alpha – 1 Year
11.20%
7.82%
Alpha – 3 Years
10.84%
−0.67%
Information Ratio – 3 Years
1.21
-0.04
Volatility – 1 Year
20.11%
21.44%
Volatility – 3 Years
18.00%
14.93%
Beta – 1 Year
1.06
1.05
Beta – 3 Years
1.03
0.81
Sharpe Ratio – 1 Year
0.57
0.41
Sharpe Ratio – 3 Years
0.95
0.50
Worst Rolling Year
-14.86%
3.84%
Value at Worst Rolling Year
₹0.85 Cr
₹1.04 Cr
Deepest Drawdown
−20.27%
−16.40%
Recovery Period
94 days
37 days
1-Year Rolling Windows Positive
82.37%
100.00%
Median Rolling Year
23.49%
9.56%
5-Year Rolling Windows Positive
97.90%
—
Market-Cap Mix
L 23% · M 38% · S 34%
L 46% · M 22% · S 27%
Number of Stocks
41
19
Portfolio P/E
36.67
29.80
Top 5 Holdings
BSE Ltd · 9.00%
Federal Bank Ltd · 5.53%
Lumax Industries Ltd · 5.48%
Persistent Systems Ltd · 5.29%
Cash & Cash Equivalent · 4.72%
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 · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
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%