Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Estee Advisors - Long Alpha
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Estee Advisors - Long Alpha
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%
2.02%
6 Months
11.66%
3.65%
1 Year
12.54%
3.23%
3 Years
11.42%
14.74%
5 Years
—
14.10%
Since Inception
6.78%
17.53%
Fund Age
4 yrs 10 mo
7 yrs 11 mo
AUM
₹2.34 Cr
₹54.28 Cr
Alpha – 1 Year
7.82%
−1.49%
Alpha – 3 Years
−0.67%
2.65%
Information Ratio – 3 Years
-0.04
0.42
Volatility – 1 Year
21.44%
16.98%
Volatility – 3 Years
14.93%
19.62%
Beta – 1 Year
1.05
0.94
Beta – 3 Years
0.81
1.15
Sharpe Ratio – 1 Year
0.41
-0.05
Sharpe Ratio – 3 Years
0.50
0.58
Worst Rolling Year
3.84%
16.92%
Value at Worst Rolling Year
₹1.04 Cr
₹1.17 Cr
Deepest Drawdown
−16.40%
−25.33%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
29.71%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
—
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%
—
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
—
Fixed Fee
2.00% / yr
2.40% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%