Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Centrum PMS - Micro
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Centrum PMS - Micro
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%
5.99%
6 Months
11.66%
26.63%
1 Year
12.54%
16.86%
3 Years
11.42%
13.24%
5 Years
—
17.56%
Since Inception
6.78%
16.65%
Fund Age
4 yrs 10 mo
10 yrs 1 mo
AUM
₹2.34 Cr
₹11.38 Cr
Alpha – 1 Year
7.82%
12.14%
Alpha – 3 Years
−0.67%
1.15%
Information Ratio – 3 Years
-0.04
0.20
Volatility – 1 Year
21.44%
29.32%
Volatility – 3 Years
14.93%
24.13%
Beta – 1 Year
1.05
1.44
Beta – 3 Years
0.81
1.15
Sharpe Ratio – 1 Year
0.41
0.48
Sharpe Ratio – 3 Years
0.50
0.50
Worst Rolling Year
3.84%
-10.45%
Value at Worst Rolling Year
₹1.04 Cr
₹0.90 Cr
Deepest Drawdown
−16.40%
−32.02%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
89.77%
Median Rolling Year
9.56%
20.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
M 1% · S 95%
Number of Stocks
19
28
Portfolio P/E
29.80
41.96
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%
Venus Pipes & Tubes Ltd · 6.84%
Stylam Industries Ltd · 6.80%
Time Technoplast Ltd · 6.11%
S P Apparels Ltd · 5.19%
Vishnu Chemicals Ltd · 4.78%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
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%