Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Composite India - GARP Fund
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Composite India - GARP 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%
3.99%
6 Months
11.66%
22.77%
1 Year
12.54%
24.21%
3 Years
11.42%
13.20%
5 Years
—
12.56%
Since Inception
6.78%
18.69%
Fund Age
4 yrs 10 mo
7 yrs 4 mo
AUM
₹2.34 Cr
₹114.64 Cr
Alpha – 1 Year
7.82%
19.49%
Alpha – 3 Years
−0.67%
1.43%
Information Ratio – 3 Years
-0.04
0.12
Volatility – 1 Year
21.44%
24.82%
Volatility – 3 Years
14.93%
21.64%
Beta – 1 Year
1.05
1.34
Beta – 3 Years
0.81
1.13
Sharpe Ratio – 1 Year
0.41
0.78
Sharpe Ratio – 3 Years
0.50
0.46
Worst Rolling Year
3.84%
10.43%
Value at Worst Rolling Year
₹1.04 Cr
₹1.10 Cr
Deepest Drawdown
−16.40%
−24.42%
Recovery Period
37 days
92 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
18.16%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 20% · M 28% · S 47%
Number of Stocks
19
32
Portfolio P/E
29.80
37.13
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%
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
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%