Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - MNC PMS vs ATLAS - Multicap PMS Fund
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - MNC PMS
ATLAS - Multicap PMS Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.15%
3.76%
6 Months
9.28%
11.66%
1 Year
4.13%
12.54%
3 Years
7.71%
11.42%
5 Years
8.27%
—
Since Inception
11.49%
6.78%
Fund Age
8 yrs 5 mo
4 yrs 10 mo
AUM
₹123.55 Cr
₹2.34 Cr
Alpha – 1 Year
−0.59%
7.82%
Alpha – 3 Years
−4.38%
−0.67%
Information Ratio – 3 Years
-0.33
-0.04
Volatility – 1 Year
21.50%
21.44%
Volatility – 3 Years
16.95%
14.93%
Beta – 1 Year
1.12
1.05
Beta – 3 Years
0.97
0.81
Sharpe Ratio – 1 Year
-0.02
0.41
Sharpe Ratio – 3 Years
0.26
0.50
Worst Rolling Year
7.04%
3.84%
Value at Worst Rolling Year
₹1.07 Cr
₹1.04 Cr
Deepest Drawdown
−24.41%
−16.40%
Recovery Period
Not yet recovered
37 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.95%
9.56%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 29% · M 38% · S 31%
L 46% · M 22% · S 27%
Number of Stocks
20
19
Portfolio P/E
49.58
29.80
Top 5 Holdings
Cummins India Ltd · 7.76%
Nippon Life India Asset Management Ltd · 7.76%
Maruti Suzuki India Ltd · 6.59%
Siemens Energy India Ltd · 6.47%
Glaxosmithkline Pharmaceuticals Ltd · 5.89%
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
Capital Goods · 31.78%
Fast Moving Consumer Goods · 20.06%
Financial Services · 18.01%
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
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%