Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Centrum PMS - Flexi Cap
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Centrum PMS - Flexi Cap
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%
1.04%
6 Months
11.66%
0.68%
1 Year
12.54%
4.83%
3 Years
11.42%
11.13%
5 Years
—
9.90%
Since Inception
6.78%
12.28%
Fund Age
4 yrs 10 mo
15 yrs 2 mo
AUM
₹2.34 Cr
₹29.37 Cr
Alpha – 1 Year
7.82%
0.11%
Alpha – 3 Years
−0.67%
−0.96%
Information Ratio – 3 Years
-0.04
-0.05
Volatility – 1 Year
21.44%
19.36%
Volatility – 3 Years
14.93%
17.04%
Beta – 1 Year
1.05
1.09
Beta – 3 Years
0.81
1.00
Sharpe Ratio – 1 Year
0.41
0.06
Sharpe Ratio – 3 Years
0.50
0.43
Worst Rolling Year
3.84%
-9.48%
Value at Worst Rolling Year
₹1.04 Cr
₹0.91 Cr
Deepest Drawdown
−16.40%
−20.50%
Recovery Period
37 days
315 days
1-Year Rolling Windows Positive
100.00%
93.37%
Median Rolling Year
9.56%
15.70%
5-Year Rolling Windows Positive
—
98.37%
Market-Cap Mix
L 46% · M 22% · S 27%
L 58% · M 7% · S 23%
Number of Stocks
19
23
Portfolio P/E
29.80
35.03
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 · 17.23%
Adani Ports & Special Economic Zone Ltd · 6.28%
Shriram Finance Ltd · 5.88%
HDFC Bank Ltd · 5.22%
Eicher Motors Ltd · 4.95%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Financial Services · 30.17%
Services · 12.70%
Capital Goods · 9.86%
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%