Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Eklavya - Long Term Value
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Eklavya - Long Term Value
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.76%
−0.27%
6 Months
11.66%
3.15%
1 Year
12.54%
1.21%
3 Years
11.42%
7.56%
5 Years
—
7.07%
Since Inception
6.78%
8.52%
Fund Age
4 yrs 10 mo
9 yrs 8 mo
AUM
₹2.34 Cr
₹13.66 Cr
Alpha – 1 Year
7.82%
−5.64%
Alpha – 3 Years
−0.67%
−3.47%
Information Ratio – 3 Years
-0.04
-0.30
Volatility – 1 Year
21.44%
12.30%
Volatility – 3 Years
14.93%
8.49%
Beta – 1 Year
1.05
1.19
Beta – 3 Years
0.81
0.90
Sharpe Ratio – 1 Year
0.41
-0.24
Sharpe Ratio – 3 Years
0.50
0.19
Worst Rolling Year
3.84%
1.86%
Value at Worst Rolling Year
₹1.04 Cr
₹1.02 Cr
Deepest Drawdown
−16.40%
−11.36%
Recovery Period
37 days
126 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
9.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 26% · M 7% · S 35%
Number of Stocks
19
30
Portfolio P/E
29.80
27.21
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 Arbitrage Fund - Direct (G) · 9.30%
AXIS Liquid Fund - Direct (G) · 8.57%
ITC Ltd · 7.54%
HDFC Gold ETF · 6.98%
D-Link India Ltd · 6.93%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Others · 19.88%
Fast Moving Consumer Goods · 13.46%
Information Technology · 12.83%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 2% / 0%