Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Flexicap Strategy vs ATLAS - Multicap PMS Fund
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Flexicap Strategy
ATLAS - Multicap PMS Fund
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.69%
3.76%
6 Months
5.44%
11.66%
1 Year
8.55%
12.54%
3 Years
—
11.42%
5 Years
—
—
Since Inception
13.60%
6.78%
Fund Age
2 yrs 9 mo
4 yrs 10 mo
AUM
₹1.41 Cr
₹2.34 Cr
Alpha – 1 Year
3.83%
7.82%
Alpha – 3 Years
—
−0.67%
Information Ratio – 3 Years
—
-0.04
Volatility – 1 Year
17.87%
21.44%
Volatility – 3 Years
—
14.93%
Beta – 1 Year
1.03
1.05
Beta – 3 Years
—
0.81
Sharpe Ratio – 1 Year
0.27
0.41
Sharpe Ratio – 3 Years
—
0.50
Worst Rolling Year
—
3.84%
Value at Worst Rolling Year
—
₹1.04 Cr
Deepest Drawdown
−13.69%
−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 46% · M 22% · S 27%
Number of Stocks
14
19
Portfolio P/E
—
29.80
Top 5 Holdings
Quant Large Cap Fund - Direct (G) · 9.92%
DSP Large & Mid Cap Fund - Direct (G) · 9.68%
HDFC Flexi Cap Fund - Direct (G) · 8.28%
Invesco India Smal Cap Fund - Direct (G) · 7.47%
ICICI Pru Dividend Yield Fund - Direct (G) · 7.26%
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%