Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Composite India - Emerging Star Fund
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Composite India - Emerging Star Fund
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%
5.76%
6 Months
11.66%
25.00%
1 Year
12.54%
17.14%
3 Years
11.42%
16.20%
5 Years
—
15.34%
Since Inception
6.78%
19.60%
Fund Age
4 yrs 10 mo
7 yrs 3 mo
AUM
₹2.34 Cr
₹127.23 Cr
Alpha – 1 Year
7.82%
12.42%
Alpha – 3 Years
−0.67%
4.43%
Information Ratio – 3 Years
-0.04
0.38
Volatility – 1 Year
21.44%
23.12%
Volatility – 3 Years
14.93%
20.20%
Beta – 1 Year
1.05
1.18
Beta – 3 Years
0.81
1.05
Sharpe Ratio – 1 Year
0.41
0.56
Sharpe Ratio – 3 Years
0.50
0.61
Worst Rolling Year
3.84%
13.55%
Value at Worst Rolling Year
₹1.04 Cr
₹1.14 Cr
Deepest Drawdown
−16.40%
−26.74%
Recovery Period
37 days
143 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
20.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 26% · M 19% · S 50%
Number of Stocks
19
101
Portfolio P/E
29.80
52.20
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%
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%