Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs ATLAS - Multicap PMS Fund
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
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
2.10%
3.76%
6 Months
7.76%
11.66%
1 Year
8.69%
12.54%
3 Years
14.17%
11.42%
5 Years
—
—
Since Inception
18.23%
6.78%
Fund Age
3 yrs 4 mo
4 yrs 10 mo
AUM
₹10.3 Cr
₹2.34 Cr
Alpha – 1 Year
3.97%
7.82%
Alpha – 3 Years
2.09%
−0.67%
Information Ratio – 3 Years
1.14
-0.04
Volatility – 1 Year
18.17%
21.44%
Volatility – 3 Years
15.44%
14.93%
Beta – 1 Year
1.03
1.05
Beta – 3 Years
0.99
0.81
Sharpe Ratio – 1 Year
0.32
0.41
Sharpe Ratio – 3 Years
0.69
0.50
Worst Rolling Year
13.56%
3.84%
Value at Worst Rolling Year
₹1.14 Cr
₹1.04 Cr
Deepest Drawdown
−19.52%
−16.40%
Recovery Period
518 days
37 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.40%
9.56%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 46% · M 22% · S 27%
Number of Stocks
15
19
Portfolio P/E
—
29.80
Top 5 Holdings
Kotak Multi Cap Fund - Direct (G) · 7.30%
DSP Small Cap Fund - Direct (G) · 6.91%
HDFC Small Cap Fund - Direct (G) · 6.79%
Motilal Oswal Large and Midcap Fund - Dir (G) · 6.78%
HDFC Focused Fund - Direct (G) · 6.75%
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
—
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Fixed Fee
1.10% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%