Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Axis Kaizen Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Axis Kaizen Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.76%
−2.57%
6 Months
11.66%
25.88%
1 Year
12.54%
19.47%
3 Years
11.42%
25.74%
5 Years
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Since Inception
6.78%
23.24%
Fund Age
4 yrs 10 mo
3 yrs 1 mo
AUM
₹2.34 Cr
₹507.13 Cr
Alpha – 1 Year
7.82%
16.49%
Alpha – 3 Years
−0.67%
13.85%
Information Ratio – 3 Years
-0.04
0.94
Volatility – 1 Year
21.44%
20.27%
Volatility – 3 Years
14.93%
18.08%
Beta – 1 Year
1.05
0.86
Beta – 3 Years
0.81
0.86
Sharpe Ratio – 1 Year
0.41
0.71
Sharpe Ratio – 3 Years
0.50
1.07
Worst Rolling Year
3.84%
22.47%
Value at Worst Rolling Year
₹1.04 Cr
₹1.22 Cr
Deepest Drawdown
−16.40%
−21.35%
Recovery Period
37 days
427 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
24.46%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 46% · M 22% · S 27%
L 10% · M 12% · S 65%
Number of Stocks
19
20
Portfolio P/E
29.80
45.78
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%
Sansera Engineering Ltd · 12.99%
Cash & Cash Equivalent · 12.71%
Acutaas Chemicals Ltd · 10.86%
UltraTech Cement Ltd · 7.45%
Syrma SGS Technology Ltd · 5.58%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
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%