Portfolio Management Services (PMS)Compare Schemes
ASK - IEP vs ATLAS - Multicap PMS Fund
Add SchemeGrowth of ₹1 Crore
ASK - IEP
ATLAS - Multicap PMS Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
4.25%
3.76%
6 Months
−4.32%
11.66%
1 Year
−3.76%
12.54%
3 Years
4.26%
11.42%
5 Years
5.30%
—
Since Inception
15.06%
6.78%
Fund Age
16 yrs 6 mo
4 yrs 10 mo
AUM
₹6,178.21 Cr
₹2.34 Cr
Alpha – 1 Year
−6.74%
7.82%
Alpha – 3 Years
−7.62%
−0.67%
Information Ratio – 3 Years
-1.54
-0.04
Volatility – 1 Year
17.92%
21.44%
Volatility – 3 Years
14.61%
14.93%
Beta – 1 Year
0.98
1.05
Beta – 3 Years
0.91
0.81
Sharpe Ratio – 1 Year
-0.43
0.41
Sharpe Ratio – 3 Years
-0.01
0.50
Worst Rolling Year
-1.02%
3.84%
Value at Worst Rolling Year
₹0.99 Cr
₹1.04 Cr
Deepest Drawdown
−20.59%
−16.40%
Recovery Period
Not yet recovered
37 days
1-Year Rolling Windows Positive
99.47%
100.00%
Median Rolling Year
14.98%
9.56%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 52% · M 27% · S 20%
L 46% · M 22% · S 27%
Number of Stocks
34
19
Portfolio P/E
33.48
29.80
Top 5 Holdings
Kotak Mahindra Bank Ltd · 7.51%
Reliance Industries Ltd · 6.64%
Mahindra & Mahindra Financial Services Ltd · 6.38%
Bajaj Finserv Ltd · 6.28%
Tata Consultancy Services Ltd · 5.57%
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 · 28.24%
Capital Goods · 17.21%
Healthcare · 10.88%
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)
1% / 1% / 1%
3% / 2% / 0%