Portfolio Management Services (PMS)Compare Schemes
Aequitas - India Opportunities Product vs ATLAS - Multicap PMS Fund
Add SchemeGrowth of ₹1 Crore
Aequitas - India Opportunities Product
ATLAS - Multicap PMS Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.66%
3.76%
6 Months
−5.56%
11.66%
1 Year
34.70%
12.54%
3 Years
27.41%
11.42%
5 Years
32.51%
—
Since Inception
32.15%
6.78%
Fund Age
13 yrs 6 mo
4 yrs 10 mo
AUM
₹2,318.72 Cr
₹2.34 Cr
Alpha – 1 Year
35.05%
7.82%
Alpha – 3 Years
18.41%
−0.67%
Information Ratio – 3 Years
1.03
-0.04
Volatility – 1 Year
21.67%
21.44%
Volatility – 3 Years
15.53%
14.93%
Beta – 1 Year
0.28
1.05
Beta – 3 Years
0.35
0.81
Sharpe Ratio – 1 Year
1.24
0.41
Sharpe Ratio – 3 Years
1.31
0.50
Worst Rolling Year
-17.36%
3.84%
Value at Worst Rolling Year
₹0.83 Cr
₹1.04 Cr
Deepest Drawdown
−21.72%
−16.40%
Recovery Period
Not yet recovered
37 days
1-Year Rolling Windows Positive
88.36%
100.00%
Median Rolling Year
37.79%
9.56%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 4% · M 6% · S 13%
L 46% · M 22% · S 27%
Number of Stocks
9
19
Portfolio P/E
14.68
29.80
Top 5 Holdings
Cash & Cash Equivalent · 79.92%
Petronet LNG Ltd · 5.76%
HDFC Bank Ltd · 3.99%
Technocraft Industries (India) Ltd · 3.23%
Can Fin Homes Ltd · 2.38%
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 · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%