Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Fort Capital - Value Fund
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Fort Capital - Value 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%
5.09%
6 Months
11.66%
20.56%
1 Year
12.54%
20.29%
3 Years
11.42%
11.79%
5 Years
—
16.62%
Since Inception
6.78%
15.84%
Fund Age
4 yrs 10 mo
7 yrs 11 mo
AUM
₹2.34 Cr
₹12.5 Cr
Alpha – 1 Year
7.82%
15.57%
Alpha – 3 Years
−0.67%
−0.30%
Information Ratio – 3 Years
-0.04
-0.02
Volatility – 1 Year
21.44%
23.44%
Volatility – 3 Years
14.93%
21.14%
Beta – 1 Year
1.05
1.18
Beta – 3 Years
0.81
1.05
Sharpe Ratio – 1 Year
0.41
0.68
Sharpe Ratio – 3 Years
0.50
0.39
Worst Rolling Year
3.84%
9.17%
Value at Worst Rolling Year
₹1.04 Cr
₹1.09 Cr
Deepest Drawdown
−16.40%
−24.97%
Recovery Period
37 days
470 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
22.65%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
S 93%
Number of Stocks
19
28
Portfolio P/E
29.80
21.42
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%
Capital Goods · 32.17%
Chemicals · 16.27%
Automobile and Auto Components · 16.12%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%