Portfolio Management Services (PMS)Compare Schemes
ASK Strategic vs ATLAS - Multicap PMS Fund
Add SchemeGrowth of ₹1 Crore
ASK Strategic
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
1.77%
3.76%
6 Months
−2.32%
11.66%
1 Year
−4.30%
12.54%
3 Years
4.86%
11.42%
5 Years
5.12%
—
Since Inception
13.15%
6.78%
Fund Age
16 yrs 7 mo
4 yrs 10 mo
AUM
₹21.07 Cr
₹2.34 Cr
Alpha – 1 Year
−7.28%
7.82%
Alpha – 3 Years
−7.02%
−0.67%
Information Ratio – 3 Years
-1.10
-0.04
Volatility – 1 Year
16.85%
21.44%
Volatility – 3 Years
18.06%
14.93%
Beta – 1 Year
0.95
1.05
Beta – 3 Years
1.07
0.81
Sharpe Ratio – 1 Year
-0.50
0.41
Sharpe Ratio – 3 Years
0.05
0.50
Worst Rolling Year
-4.57%
3.84%
Value at Worst Rolling Year
₹0.95 Cr
₹1.04 Cr
Deepest Drawdown
−24.09%
−16.40%
Recovery Period
Not yet recovered
37 days
1-Year Rolling Windows Positive
95.10%
100.00%
Median Rolling Year
13.12%
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
41.34
29.80
Top 5 Holdings
ABB India Ltd · 5.38%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.18%
Supreme Industries Ltd · 3.81%
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 · 25.99%
Capital Goods · 14.02%
Healthcare · 9.57%
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 0%