Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Equentis Concentrated Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Equentis Concentrated Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.76%
2.11%
6 Months
11.66%
6.51%
1 Year
12.54%
4.40%
3 Years
11.42%
—
5 Years
—
—
Since Inception
6.78%
5.71%
Fund Age
4 yrs 10 mo
18 mo
AUM
₹2.34 Cr
₹24.25 Cr
Alpha – 1 Year
7.82%
4.75%
Alpha – 3 Years
−0.67%
—
Information Ratio – 3 Years
-0.04
—
Volatility – 1 Year
21.44%
15.94%
Volatility – 3 Years
14.93%
—
Beta – 1 Year
1.05
0.93
Beta – 3 Years
0.81
—
Sharpe Ratio – 1 Year
0.41
0.02
Sharpe Ratio – 3 Years
0.50
—
Worst Rolling Year
3.84%
—
Value at Worst Rolling Year
₹1.04 Cr
—
Deepest Drawdown
−16.40%
−14.84%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
9.56%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 46% · M 22% · S 27%
L 56% · M 22% · S 19%
Number of Stocks
19
59
Portfolio P/E
29.80
41.96
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%
Cash & Cash Equivalent · 7.76%
State Bank of India · 4.90%
Nippon India ETF Nifty PSU Bank BeES · 4.32%
Lenskart Solutions Ltd · 3.99%
ICICI Pru Nifty Metal ETF · 3.85%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Financial Services · 30.22%
Consumer Services · 10.32%
Healthcare · 9.79%
Fixed Fee
2.00% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%