Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP) vs ATLAS - Midcap PMS Fund
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Aditya Birla Sun Life (ABSL) - Top 200 Core Equity Portfolio (CEP)
ATLAS - Midcap PMS Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.74%
−0.22%
6 Months
−2.37%
8.59%
1 Year
−2.18%
1.40%
3 Years
7.83%
11.84%
5 Years
8.45%
6.21%
Since Inception
11.13%
7.85%
Fund Age
11 yrs 3 mo
5 yrs 3 mo
AUM
₹82.12 Cr
₹3.73 Cr
Alpha – 1 Year
−1.83%
−3.32%
Alpha – 3 Years
−1.17%
−0.25%
Information Ratio – 3 Years
-0.28
0.11
Volatility – 1 Year
16.28%
23.13%
Volatility – 3 Years
14.70%
17.54%
Beta – 1 Year
1.02
1.25
Beta – 3 Years
1.03
0.97
Sharpe Ratio – 1 Year
-0.38
-0.06
Sharpe Ratio – 3 Years
0.23
0.45
Worst Rolling Year
-2.66%
5.77%
Value at Worst Rolling Year
₹0.97 Cr
₹1.06 Cr
Deepest Drawdown
−21.45%
−23.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.44%
100.00%
Median Rolling Year
14.04%
12.08%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 78% · M 13% · S 8%
L 3% · M 32% · S 59%
Number of Stocks
31
19
Portfolio P/E
27.03
26.66
Top 5 Holdings
Bharti Airtel Ltd · 7.84%
ICICI Bank Ltd · 7.15%
Trent Ltd · 6.30%
Cummins India Ltd · 5.29%
HDFC Bank Ltd · 4.63%
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 · 28.63%
Information Technology · 8.50%
Fast Moving Consumer Goods · 8.25%
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%