Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Bonanza Multicap
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Bonanza Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.76%
5.27%
6 Months
11.66%
15.28%
1 Year
12.54%
11.46%
3 Years
11.42%
12.93%
5 Years
—
14.25%
Since Inception
6.78%
20.43%
Fund Age
4 yrs 10 mo
8 yrs 1 mo
AUM
₹2.34 Cr
₹7.34 Cr
Alpha – 1 Year
7.82%
11.81%
Alpha – 3 Years
−0.67%
3.93%
Information Ratio – 3 Years
-0.04
0.17
Volatility – 1 Year
21.44%
25.10%
Volatility – 3 Years
14.93%
27.35%
Beta – 1 Year
1.05
1.24
Beta – 3 Years
0.81
1.14
Sharpe Ratio – 1 Year
0.41
0.33
Sharpe Ratio – 3 Years
0.50
0.39
Worst Rolling Year
3.84%
12.27%
Value at Worst Rolling Year
₹1.04 Cr
₹1.12 Cr
Deepest Drawdown
−16.40%
−33.40%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
29.35%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 46% · M 22% · S 27%
L 8% · M 5% · S 83%
Number of Stocks
19
33
Portfolio P/E
29.80
30.34
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 · 5.71%
Bajaj Finance Ltd · 5.23%
Garden Reach Shipbuilders & Engineers Ltd · 5.13%
Northern Arc Capital Ltd · 4.74%
SG Finserve Ltd · 4.72%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
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%