Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Axis Pure Growth Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Axis Pure Growth 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%
−1.22%
6 Months
11.66%
5.87%
1 Year
12.54%
2.35%
3 Years
11.42%
13.67%
5 Years
—
15.58%
Since Inception
6.78%
16.64%
Fund Age
4 yrs 10 mo
5 yrs 6 mo
AUM
₹2.34 Cr
₹756.71 Cr
Alpha – 1 Year
7.82%
−0.63%
Alpha – 3 Years
−0.67%
1.78%
Information Ratio – 3 Years
-0.04
0.09
Volatility – 1 Year
21.44%
15.74%
Volatility – 3 Years
14.93%
14.36%
Beta – 1 Year
1.05
0.82
Beta – 3 Years
0.81
0.84
Sharpe Ratio – 1 Year
0.41
-0.13
Sharpe Ratio – 3 Years
0.50
0.59
Worst Rolling Year
3.84%
13.38%
Value at Worst Rolling Year
₹1.04 Cr
₹1.13 Cr
Deepest Drawdown
−16.40%
−15.74%
Recovery Period
37 days
475 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
20.28%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 46% · M 22% · S 27%
L 43% · M 8% · S 37%
Number of Stocks
19
26
Portfolio P/E
29.80
34.08
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 · 12.89%
KDDL Ltd · 7.14%
Maruti Suzuki India Ltd · 7.01%
Bharti Airtel Ltd · 6.74%
Acutaas Chemicals Ltd · 6.56%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
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%