Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Capitalmind - Surge India
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Capitalmind - Surge India
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%
−2.53%
6 Months
11.66%
2.18%
1 Year
12.54%
−4.96%
3 Years
11.42%
15.69%
5 Years
—
15.58%
Since Inception
6.78%
10.95%
Fund Age
4 yrs 10 mo
8 yrs 8 mo
AUM
₹2.34 Cr
₹649.19 Cr
Alpha – 1 Year
7.82%
−4.53%
Alpha – 3 Years
−0.67%
7.12%
Information Ratio – 3 Years
-0.04
0.60
Volatility – 1 Year
21.44%
15.34%
Volatility – 3 Years
14.93%
18.43%
Beta – 1 Year
1.05
0.74
Beta – 3 Years
0.81
0.99
Sharpe Ratio – 1 Year
0.41
-0.61
Sharpe Ratio – 3 Years
0.50
0.59
Worst Rolling Year
3.84%
-6.10%
Value at Worst Rolling Year
₹1.04 Cr
₹0.94 Cr
Deepest Drawdown
−16.40%
−22.16%
Recovery Period
37 days
122 days
1-Year Rolling Windows Positive
100.00%
91.42%
Median Rolling Year
9.56%
20.85%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
—
Number of Stocks
19
—
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%
—
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
—
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%