Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Ckredence-Diversified Fund
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Ckredence-Diversified Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.76%
5.36%
6 Months
11.66%
17.83%
1 Year
12.54%
22.60%
3 Years
11.42%
18.89%
5 Years
—
16.73%
Since Inception
6.78%
18.63%
Fund Age
4 yrs 10 mo
5 yrs 2 mo
AUM
₹2.34 Cr
₹146.97 Cr
Alpha – 1 Year
7.82%
17.88%
Alpha – 3 Years
−0.67%
6.80%
Information Ratio – 3 Years
-0.04
0.75
Volatility – 1 Year
21.44%
20.18%
Volatility – 3 Years
14.93%
16.94%
Beta – 1 Year
1.05
1.05
Beta – 3 Years
0.81
0.94
Sharpe Ratio – 1 Year
0.41
0.85
Sharpe Ratio – 3 Years
0.50
0.80
Worst Rolling Year
3.84%
15.50%
Value at Worst Rolling Year
₹1.04 Cr
₹1.16 Cr
Deepest Drawdown
−16.40%
−17.05%
Recovery Period
37 days
199 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
20.61%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 20% · M 19% · S 58%
Number of Stocks
19
32
Portfolio P/E
29.80
39.10
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%
Laurus Labs Ltd · 11.29%
Cash & Cash Equivalent · 5.57%
Gokaldas Exports Ltd · 5.23%
State Bank of India · 5.00%
Samvardhana Motherson International Ltd · 4.19%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Fixed Fee
2.00% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 1% / 0%