Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Centrum PMS - Deep Value IV
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Centrum PMS - Deep Value IV
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.76%
1.10%
6 Months
11.66%
9.66%
1 Year
12.54%
−3.09%
3 Years
11.42%
6.08%
5 Years
—
7.39%
Since Inception
6.78%
14.00%
Fund Age
4 yrs 10 mo
10 yrs 8 mo
AUM
₹2.34 Cr
₹23.99 Cr
Alpha – 1 Year
7.82%
−7.81%
Alpha – 3 Years
−0.67%
−6.01%
Information Ratio – 3 Years
-0.04
-0.36
Volatility – 1 Year
21.44%
26.88%
Volatility – 3 Years
14.93%
21.87%
Beta – 1 Year
1.05
1.39
Beta – 3 Years
0.81
1.17
Sharpe Ratio – 1 Year
0.41
-0.19
Sharpe Ratio – 3 Years
0.50
0.19
Worst Rolling Year
3.84%
-6.71%
Value at Worst Rolling Year
₹1.04 Cr
₹0.93 Cr
Deepest Drawdown
−16.40%
−35.14%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
97.09%
Median Rolling Year
9.56%
15.37%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 2% · M 15% · S 82%
Number of Stocks
19
25
Portfolio P/E
29.80
44.86
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%
Time Technoplast Ltd · 6.49%
Anant Raj Ltd · 6.05%
Vishnu Chemicals Ltd · 5.91%
Cash & Cash Equivalent · 5.48%
Gokaldas Exports Ltd · 5.10%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Capital Goods · 16.55%
Realty · 10.96%
Textiles · 10.90%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 0% / 0%