Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Carnelian Capital - Contra Portfolio Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.76%
2.00%
6 Months
11.66%
4.51%
1 Year
12.54%
15.12%
3 Years
11.42%
22.90%
5 Years
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Since Inception
6.78%
24.96%
Fund Age
4 yrs 10 mo
4 yrs 7 mo
AUM
₹2.34 Cr
₹136 Cr
Alpha – 1 Year
7.82%
10.40%
Alpha – 3 Years
−0.67%
10.82%
Information Ratio – 3 Years
-0.04
1.17
Volatility – 1 Year
21.44%
19.24%
Volatility – 3 Years
14.93%
20.81%
Beta – 1 Year
1.05
1.07
Beta – 3 Years
0.81
1.25
Sharpe Ratio – 1 Year
0.41
0.55
Sharpe Ratio – 3 Years
0.50
0.85
Worst Rolling Year
3.84%
21.90%
Value at Worst Rolling Year
₹1.04 Cr
₹1.22 Cr
Deepest Drawdown
−16.40%
−25.24%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
31.91%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 46% · M 22% · S 27%
L 53% · M 22% · S 20%
Number of Stocks
19
18
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%
Reliance Industries Ltd · 9.30%
Kotak Mahindra Bank Ltd · 8.31%
Bajaj Auto Ltd · 7.30%
Kalyan Jewellers India Ltd · 7.28%
Biocon Ltd · 7.13%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
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Fixed Fee
2.00% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / 0% / 0%