Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Ayan-PriceBridge Honeycomb
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Ayan-PriceBridge Honeycomb
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%
1.20%
6 Months
11.66%
0.45%
1 Year
12.54%
16.80%
3 Years
11.42%
15.56%
5 Years
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Since Inception
6.78%
15.35%
Fund Age
4 yrs 10 mo
3 yrs 6 mo
AUM
₹2.34 Cr
₹61.98 Cr
Alpha – 1 Year
7.82%
17.23%
Alpha – 3 Years
−0.67%
6.99%
Information Ratio – 3 Years
-0.04
1.06
Volatility – 1 Year
21.44%
17.17%
Volatility – 3 Years
14.93%
13.50%
Beta – 1 Year
1.05
0.94
Beta – 3 Years
0.81
0.87
Sharpe Ratio – 1 Year
0.41
0.68
Sharpe Ratio – 3 Years
0.50
0.75
Worst Rolling Year
3.84%
15.00%
Value at Worst Rolling Year
₹1.04 Cr
₹1.15 Cr
Deepest Drawdown
−16.40%
−15.92%
Recovery Period
37 days
158 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
17.26%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 46% · M 22% · S 27%
L 43% · M 31% · S 18%
Number of Stocks
19
27
Portfolio P/E
29.80
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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%
HDFC NIFTY Smallcap 250 ETF · 11.69%
Mirae Asset Nifty India Manufacturing ETF · 7.82%
DSP Nifty Healthcare ETF · 7.33%
Mirae Asset Nifty Bank ETF · 5.96%
DSP Nifty Midcap 150 Quality 50 ETF · 5.92%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Fixed Fee
2.00% / yr
1.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%