Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Edelweiss Focused Mid & Small Cap Portfolio Series II
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Edelweiss Focused Mid & Small Cap Portfolio Series II
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%
3.29%
6 Months
11.66%
24.50%
1 Year
12.54%
16.08%
3 Years
11.42%
8.83%
5 Years
—
7.88%
Since Inception
6.78%
9.93%
Fund Age
4 yrs 10 mo
8 yrs 7 mo
AUM
₹2.34 Cr
₹6.19 Cr
Alpha – 1 Year
7.82%
16.43%
Alpha – 3 Years
−0.67%
−0.16%
Information Ratio – 3 Years
-0.04
0.06
Volatility – 1 Year
21.44%
23.83%
Volatility – 3 Years
14.93%
20.97%
Beta – 1 Year
1.05
1.19
Beta – 3 Years
0.81
1.17
Sharpe Ratio – 1 Year
0.41
0.51
Sharpe Ratio – 3 Years
0.50
0.26
Worst Rolling Year
3.84%
-1.14%
Value at Worst Rolling Year
₹1.04 Cr
₹0.99 Cr
Deepest Drawdown
−16.40%
−28.92%
Recovery Period
37 days
458 days
1-Year Rolling Windows Positive
100.00%
98.16%
Median Rolling Year
9.56%
14.31%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 9% · M 13% · S 77%
Number of Stocks
19
33
Portfolio P/E
29.80
33.49
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%
Kirloskar Oil Engines Ltd · 4.82%
Aster DM Quality Care Ltd · 4.58%
Fedbank Financial Services Ltd · 4.23%
JM Financial Ltd · 4.15%
Kalyan Jewellers India Ltd · 4.09%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Financial Services · 21.34%
Consumer Services · 17.81%
Capital Goods · 15.50%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%