Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Fortuna One: Long term Capital Compounding Approach
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Fortuna One: Long term Capital Compounding Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.76%
4.05%
6 Months
11.66%
16.98%
1 Year
12.54%
13.25%
3 Years
11.42%
23.80%
5 Years
—
—
Since Inception
6.78%
27.59%
Fund Age
4 yrs 10 mo
3 yrs 1 mo
AUM
₹2.34 Cr
₹90.57 Cr
Alpha – 1 Year
7.82%
8.53%
Alpha – 3 Years
−0.67%
11.71%
Information Ratio – 3 Years
-0.04
—
Volatility – 1 Year
21.44%
28.81%
Volatility – 3 Years
14.93%
28.81%
Beta – 1 Year
1.05
—
Beta – 3 Years
0.81
—
Sharpe Ratio – 1 Year
0.41
0.51
Sharpe Ratio – 3 Years
0.50
0.51
Worst Rolling Year
3.84%
—
Value at Worst Rolling Year
₹1.04 Cr
—
Deepest Drawdown
−16.40%
−15.75%
Recovery Period
37 days
36 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
9.56%
—
5-Year Rolling Windows Positive
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Market-Cap Mix
L 46% · M 22% · S 27%
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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%
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Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
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