Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Axis - Emerging Stars Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Axis - Emerging Stars Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.76%
−1.88%
6 Months
11.66%
17.49%
1 Year
12.54%
9.72%
3 Years
11.42%
—
5 Years
—
—
Since Inception
6.78%
6.83%
Fund Age
4 yrs 10 mo
2 yrs 3 mo
AUM
₹2.34 Cr
₹104.19 Cr
Alpha – 1 Year
7.82%
6.74%
Alpha – 3 Years
−0.67%
—
Information Ratio – 3 Years
-0.04
—
Volatility – 1 Year
21.44%
24.22%
Volatility – 3 Years
14.93%
—
Beta – 1 Year
1.05
1.13
Beta – 3 Years
0.81
—
Sharpe Ratio – 1 Year
0.41
0.27
Sharpe Ratio – 3 Years
0.50
—
Worst Rolling Year
3.84%
—
Value at Worst Rolling Year
₹1.04 Cr
—
Deepest Drawdown
−16.40%
−19.46%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
9.56%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 46% · M 22% · S 27%
L 3% · M 1% · S 92%
Number of Stocks
19
45
Portfolio P/E
29.80
29.66
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%
EPL Ltd · 4.78%
Welspun Corp Ltd · 3.89%
Cartrade Tech Ltd · 3.77%
Cash & Cash Equivalent · 3.69%
Senco Gold Ltd · 3.65%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / 0% / 0%