Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Ayan-PriceBridge Upswing
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Ayan-PriceBridge Upswing
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.76%
0.67%
6 Months
11.66%
6.20%
1 Year
12.54%
9.45%
3 Years
11.42%
11.74%
5 Years
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Since Inception
6.78%
12.77%
Fund Age
4 yrs 10 mo
3 yrs 7 mo
AUM
₹2.34 Cr
₹223.43 Cr
Alpha – 1 Year
7.82%
9.88%
Alpha – 3 Years
−0.67%
3.17%
Information Ratio – 3 Years
-0.04
0.40
Volatility – 1 Year
21.44%
16.24%
Volatility – 3 Years
14.93%
16.22%
Beta – 1 Year
1.05
0.89
Beta – 3 Years
0.81
1.02
Sharpe Ratio – 1 Year
0.41
0.30
Sharpe Ratio – 3 Years
0.50
0.44
Worst Rolling Year
3.84%
11.49%
Value at Worst Rolling Year
₹1.04 Cr
₹1.11 Cr
Deepest Drawdown
−16.40%
−24.20%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
13.89%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 46% · M 22% · S 27%
L 45% · M 31% · S 19%
Number of Stocks
19
96
Portfolio P/E
29.80
27.01
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%
Bosch Ltd · 3.98%
Redington Ltd · 3.65%
Tech Mahindra Ltd · 3.48%
Max Healthcare Institute Ltd · 3.45%
Hindalco Industries Ltd · 3.41%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
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%