Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Equitree - Emerging Opportunities
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Equitree - Emerging Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.76%
−3.81%
6 Months
11.66%
10.86%
1 Year
12.54%
−4.49%
3 Years
11.42%
22.00%
5 Years
—
21.09%
Since Inception
6.78%
7.35%
Fund Age
4 yrs 10 mo
8 yrs 9 mo
AUM
₹2.34 Cr
₹1,454.75 Cr
Alpha – 1 Year
7.82%
−7.47%
Alpha – 3 Years
−0.67%
10.11%
Information Ratio – 3 Years
-0.04
0.32
Volatility – 1 Year
21.44%
31.30%
Volatility – 3 Years
14.93%
27.30%
Beta – 1 Year
1.05
1.42
Beta – 3 Years
0.81
1.22
Sharpe Ratio – 1 Year
0.41
-0.18
Sharpe Ratio – 3 Years
0.50
0.66
Worst Rolling Year
3.84%
-30.88%
Value at Worst Rolling Year
₹1.04 Cr
₹0.69 Cr
Deepest Drawdown
−16.40%
−34.06%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
83.55%
Median Rolling Year
9.56%
31.74%
5-Year Rolling Windows Positive
—
82.61%
Market-Cap Mix
L 46% · M 22% · S 27%
L 0% · S 88%
Number of Stocks
19
—
Portfolio P/E
29.80
—
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 · 16.58%
Shakti Pumps (India) Ltd · 13.38%
S P Apparels Ltd · 7.10%
Shree Pushkar Chemicals & Fertilizers Ltd · 6.77%
Talbros Automotive Components Ltd · 5.91%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%