Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs ATLAS - Multicap PMS Fund
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
ATLAS - Multicap 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
−1.54%
3.76%
6 Months
−5.38%
11.66%
1 Year
−6.70%
12.54%
3 Years
7.98%
11.42%
5 Years
—
—
Since Inception
7.98%
6.78%
Fund Age
2 yrs 11 mo
4 yrs 10 mo
AUM
₹7.31 Cr
₹2.34 Cr
Alpha – 1 Year
−6.35%
7.82%
Alpha – 3 Years
−1.02%
−0.67%
Information Ratio – 3 Years
-0.08
-0.04
Volatility – 1 Year
17.44%
21.44%
Volatility – 3 Years
15.65%
14.93%
Beta – 1 Year
1.08
1.05
Beta – 3 Years
—
0.81
Sharpe Ratio – 1 Year
-0.61
0.41
Sharpe Ratio – 3 Years
0.22
0.50
Worst Rolling Year
—
3.84%
Value at Worst Rolling Year
—
₹1.04 Cr
Deepest Drawdown
−21.15%
−16.40%
Recovery Period
Not yet recovered
37 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.56%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 26% · S 9%
L 46% · M 22% · S 27%
Number of Stocks
66
19
Portfolio P/E
27.03
29.80
Top 5 Holdings
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
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 · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
3% / 2% / 0%