Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Equirus Securities - Long Horizon Fund
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Equirus Securities - Long Horizon 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%
5.54%
6 Months
11.66%
29.52%
1 Year
12.54%
27.35%
3 Years
11.42%
14.30%
5 Years
—
12.28%
Since Inception
6.78%
21.22%
Fund Age
4 yrs 10 mo
9 yrs 10 mo
AUM
₹2.34 Cr
₹374.43 Cr
Alpha – 1 Year
7.82%
22.63%
Alpha – 3 Years
−0.67%
2.21%
Information Ratio – 3 Years
-0.04
0.15
Volatility – 1 Year
21.44%
28.49%
Volatility – 3 Years
14.93%
24.50%
Beta – 1 Year
1.05
1.39
Beta – 3 Years
0.81
1.24
Sharpe Ratio – 1 Year
0.41
0.80
Sharpe Ratio – 3 Years
0.50
0.46
Worst Rolling Year
3.84%
-3.89%
Value at Worst Rolling Year
₹1.04 Cr
₹0.96 Cr
Deepest Drawdown
−16.40%
−30.92%
Recovery Period
37 days
484 days
1-Year Rolling Windows Positive
100.00%
98.76%
Median Rolling Year
9.56%
18.04%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
M 4% · S 95%
Number of Stocks
19
29
Portfolio P/E
29.80
36.10
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%
Thangamayil Jewellery Ltd · 13.33%
United Foodbrands Ltd · 7.09%
Jubilant Ingrevia Ltd · 5.22%
Arman Financial Services Ltd · 5.01%
Rane Holdings Ltd · 4.97%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 1% / 0%