Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Care PMS - Large & Midcap Strategy
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Care PMS - Large & Midcap Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.76%
−1.86%
6 Months
11.66%
0.50%
1 Year
12.54%
6.34%
3 Years
11.42%
19.74%
5 Years
—
16.62%
Since Inception
6.78%
20.10%
Fund Age
4 yrs 10 mo
6 yrs 1 mo
AUM
₹2.34 Cr
₹56.91 Cr
Alpha – 1 Year
7.82%
1.64%
Alpha – 3 Years
−0.67%
7.64%
Information Ratio – 3 Years
-0.04
0.90
Volatility – 1 Year
21.44%
16.52%
Volatility – 3 Years
14.93%
17.18%
Beta – 1 Year
1.05
0.89
Beta – 3 Years
0.81
1.04
Sharpe Ratio – 1 Year
0.41
0.14
Sharpe Ratio – 3 Years
0.50
0.84
Worst Rolling Year
3.84%
18.93%
Value at Worst Rolling Year
₹1.04 Cr
₹1.19 Cr
Deepest Drawdown
−16.40%
−18.72%
Recovery Period
37 days
245 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
25.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 59% · M 40%
Number of Stocks
19
20
Portfolio P/E
29.80
27.00
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%
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%