Portfolio Management Services (PMS)Compare Schemes
ASK-DRP vs ATLAS - Multicap PMS Fund
Add SchemeGrowth of ₹1 Crore
ASK-DRP
ATLAS - Multicap PMS Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.89%
3.76%
6 Months
−1.27%
11.66%
1 Year
2.67%
12.54%
3 Years
6.64%
11.42%
5 Years
7.83%
—
Since Inception
10.74%
6.78%
Fund Age
8 yrs 1 mo
4 yrs 10 mo
AUM
₹495.64 Cr
₹2.34 Cr
Alpha – 1 Year
−0.31%
7.82%
Alpha – 3 Years
−5.24%
−0.67%
Information Ratio – 3 Years
-0.72
-0.04
Volatility – 1 Year
17.10%
21.44%
Volatility – 3 Years
16.45%
14.93%
Beta – 1 Year
0.95
1.05
Beta – 3 Years
0.97
0.81
Sharpe Ratio – 1 Year
-0.08
0.41
Sharpe Ratio – 3 Years
0.14
0.50
Worst Rolling Year
6.09%
3.84%
Value at Worst Rolling Year
₹1.06 Cr
₹1.04 Cr
Deepest Drawdown
−22.30%
−16.40%
Recovery Period
Not yet recovered
37 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.93%
9.56%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 62% · M 31% · S 6%
L 46% · M 22% · S 27%
Number of Stocks
26
19
Portfolio P/E
31.96
29.80
Top 5 Holdings
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.36%
Infosys Ltd · 6.13%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.21%
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 · 27.41%
Automobile and Auto Components · 16.14%
Capital Goods · 13.41%
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)
0% / 0% / 0%
3% / 2% / 0%