Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Axis - Brand Equity PMS
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Axis - Brand Equity PMS
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
3.76%
2.39%
6 Months
11.66%
10.60%
1 Year
12.54%
2.51%
3 Years
11.42%
7.68%
5 Years
—
9.38%
Since Inception
6.78%
10.51%
Fund Age
4 yrs 10 mo
9 yrs 6 mo
AUM
₹2.34 Cr
₹804.15 Cr
Alpha – 1 Year
7.82%
2.94%
Alpha – 3 Years
−0.67%
−0.89%
Information Ratio – 3 Years
-0.04
-0.08
Volatility – 1 Year
21.44%
21.76%
Volatility – 3 Years
14.93%
17.30%
Beta – 1 Year
1.05
1.23
Beta – 3 Years
0.81
1.08
Sharpe Ratio – 1 Year
0.41
-0.04
Sharpe Ratio – 3 Years
0.50
0.20
Worst Rolling Year
3.84%
-3.22%
Value at Worst Rolling Year
₹1.04 Cr
₹0.97 Cr
Deepest Drawdown
−16.40%
−26.72%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
96.55%
Median Rolling Year
9.56%
12.69%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 26% · M 6% · S 61%
Number of Stocks
19
42
Portfolio P/E
29.80
35.23
Top 5 Holdings
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%
Cash & Cash Equivalent · 7.12%
Mahindra & Mahindra Ltd · 5.74%
Eternal Ltd · 4.45%
EPL Ltd · 4.26%
Welspun Corp Ltd · 4.22%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%