Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Badjate Multicap Fund
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Badjate Multicap Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.76%
0.08%
6 Months
11.66%
9.62%
1 Year
12.54%
2.22%
3 Years
11.42%
18.64%
5 Years
—
16.68%
Since Inception
6.78%
18.59%
Fund Age
4 yrs 10 mo
5 yrs
AUM
₹2.34 Cr
₹159.01 Cr
Alpha – 1 Year
7.82%
−0.76%
Alpha – 3 Years
−0.67%
6.74%
Information Ratio – 3 Years
-0.04
0.40
Volatility – 1 Year
21.44%
25.41%
Volatility – 3 Years
14.93%
25.71%
Beta – 1 Year
1.05
1.32
Beta – 3 Years
0.81
1.31
Sharpe Ratio – 1 Year
0.41
-0.02
Sharpe Ratio – 3 Years
0.50
0.58
Worst Rolling Year
3.84%
17.76%
Value at Worst Rolling Year
₹1.04 Cr
₹1.18 Cr
Deepest Drawdown
−16.40%
−32.80%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
28.84%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 7% · M 14% · S 74%
Number of Stocks
19
95
Portfolio P/E
29.80
—
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%
Multi Commodity Exchange of India Ltd · 4.59%
Nuvama Wealth Management Ltd · 4.46%
Tanfac Industries Ltd · 4.23%
Garden Reach Shipbuilders & Engineers Ltd · 4.10%
Southern Petrochemicals Industries Corporation Ltd · 3.59%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
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