Portfolio Management Services (PMS)Compare Schemes
ASK-EOP vs ATLAS - Multicap PMS Fund
Add SchemeGrowth of ₹1 Crore
ASK-EOP
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
1.83%
3.76%
6 Months
−2.22%
11.66%
1 Year
−4.46%
12.54%
3 Years
4.69%
11.42%
5 Years
4.88%
—
Since Inception
9.48%
6.78%
Fund Age
8 yrs 11 mo
4 yrs 10 mo
AUM
₹242.51 Cr
₹2.34 Cr
Alpha – 1 Year
−7.44%
7.82%
Alpha – 3 Years
−7.19%
−0.67%
Information Ratio – 3 Years
-1.12
-0.04
Volatility – 1 Year
16.89%
21.44%
Volatility – 3 Years
18.01%
14.93%
Beta – 1 Year
0.95
1.05
Beta – 3 Years
1.07
0.81
Sharpe Ratio – 1 Year
-0.51
0.41
Sharpe Ratio – 3 Years
0.04
0.50
Worst Rolling Year
2.18%
3.84%
Value at Worst Rolling Year
₹1.02 Cr
₹1.04 Cr
Deepest Drawdown
−24.10%
−16.40%
Recovery Period
Not yet recovered
37 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.69%
9.56%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 53% · S 34%
L 46% · M 22% · S 27%
Number of Stocks
34
19
Portfolio P/E
41.30
29.80
Top 5 Holdings
ABB India Ltd · 5.36%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.11%
Supreme Industries Ltd · 3.82%
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 · 26.16%
Capital Goods · 13.94%
Healthcare · 9.57%
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%