Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Bonanza Aegis
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Bonanza Aegis
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%
7.97%
6 Months
11.66%
14.27%
1 Year
12.54%
23.41%
3 Years
11.42%
16.93%
5 Years
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Since Inception
6.78%
22.21%
Fund Age
4 yrs 10 mo
4 yrs 3 mo
AUM
₹2.34 Cr
₹102.02 Cr
Alpha – 1 Year
7.82%
23.76%
Alpha – 3 Years
−0.67%
7.93%
Information Ratio – 3 Years
-0.04
0.60
Volatility – 1 Year
21.44%
21.94%
Volatility – 3 Years
14.93%
20.42%
Beta – 1 Year
1.05
0.82
Beta – 3 Years
0.81
0.84
Sharpe Ratio – 1 Year
0.41
0.82
Sharpe Ratio – 3 Years
0.50
0.71
Worst Rolling Year
3.84%
16.27%
Value at Worst Rolling Year
₹1.04 Cr
₹1.16 Cr
Deepest Drawdown
−16.40%
−27.02%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
22.34%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 46% · M 22% · S 27%
L 10% · M 8% · S 74%
Number of Stocks
19
61
Portfolio P/E
29.80
51.57
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 · 12.01%
Firstsource Solutions Ltd · 5.78%
Sterlite Technologies Ltd · 5.20%
Genus Power Infrastructures Ltd · 4.36%
Pine Labs Ltd · 4.30%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / 0% / 0%