Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Chanakya Capital - Growth Plan
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%
3.10%
6 Months
11.66%
2.75%
1 Year
12.54%
19.54%
3 Years
11.42%
16.88%
5 Years
—
17.69%
Since Inception
6.78%
15.84%
Fund Age
4 yrs 10 mo
8 yrs
AUM
₹2.34 Cr
₹335.72 Cr
Alpha – 1 Year
7.82%
19.89%
Alpha – 3 Years
−0.67%
7.88%
Information Ratio – 3 Years
-0.04
0.91
Volatility – 1 Year
21.44%
22.09%
Volatility – 3 Years
14.93%
17.60%
Beta – 1 Year
1.05
1.28
Beta – 3 Years
0.81
1.08
Sharpe Ratio – 1 Year
0.41
0.68
Sharpe Ratio – 3 Years
0.50
0.74
Worst Rolling Year
3.84%
9.01%
Value at Worst Rolling Year
₹1.04 Cr
₹1.09 Cr
Deepest Drawdown
−16.40%
−17.25%
Recovery Period
37 days
97 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
21.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 57% · M 6% · S 37%
Number of Stocks
19
192
Portfolio P/E
29.80
18.98
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%
Axis Bank Ltd · 17.31%
Bajaj Holdings & Investment Ltd · 9.75%
Karur Vysya Bank Ltd · 7.90%
HDFC Bank Ltd · 7.12%
South Indian Bank Ltd · 6.83%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%