Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Axis - Core & Satellite PMS
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Axis - Core & Satellite 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%
0.11%
6 Months
11.66%
10.76%
1 Year
12.54%
8.14%
3 Years
11.42%
7.76%
5 Years
—
10.03%
Since Inception
6.78%
11.69%
Fund Age
4 yrs 10 mo
6 yrs 8 mo
AUM
₹2.34 Cr
₹87.23 Cr
Alpha – 1 Year
7.82%
8.57%
Alpha – 3 Years
−0.67%
−0.81%
Information Ratio – 3 Years
-0.04
0.02
Volatility – 1 Year
21.44%
23.09%
Volatility – 3 Years
14.93%
18.26%
Beta – 1 Year
1.05
1.29
Beta – 3 Years
0.81
1.11
Sharpe Ratio – 1 Year
0.41
0.21
Sharpe Ratio – 3 Years
0.50
0.22
Worst Rolling Year
3.84%
6.59%
Value at Worst Rolling Year
₹1.04 Cr
₹1.07 Cr
Deepest Drawdown
−16.40%
−25.42%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
13.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 19% · M 1% · S 70%
Number of Stocks
19
41
Portfolio P/E
29.80
25.23
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 · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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%