Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Bay India Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Bay India Opportunities Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.76%
2.14%
6 Months
11.66%
7.28%
1 Year
12.54%
−4.68%
3 Years
11.42%
6.16%
5 Years
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—
Since Inception
6.78%
11.66%
Fund Age
4 yrs 10 mo
3 yrs 7 mo
AUM
₹2.34 Cr
₹81.86 Cr
Alpha – 1 Year
7.82%
−4.33%
Alpha – 3 Years
−0.67%
−2.84%
Information Ratio – 3 Years
-0.04
-0.28
Volatility – 1 Year
21.44%
18.83%
Volatility – 3 Years
14.93%
15.47%
Beta – 1 Year
1.05
1.02
Beta – 3 Years
0.81
0.86
Sharpe Ratio – 1 Year
0.41
-0.44
Sharpe Ratio – 3 Years
0.50
0.12
Worst Rolling Year
3.84%
6.16%
Value at Worst Rolling Year
₹1.04 Cr
₹1.06 Cr
Deepest Drawdown
−16.40%
−24.77%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
8.85%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 46% · M 22% · S 27%
L 11% · M 21% · S 66%
Number of Stocks
19
25
Portfolio P/E
29.80
24.93
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%
—
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 1% / 0.5%