Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Fractal Capital - Wealth Builder
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Fractal Capital - Wealth Builder
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%
4.42%
6 Months
11.66%
4.79%
1 Year
12.54%
−0.59%
3 Years
11.42%
11.57%
5 Years
—
13.86%
Since Inception
6.78%
15.96%
Fund Age
4 yrs 10 mo
5 yrs 5 mo
AUM
₹2.34 Cr
₹45.81 Cr
Alpha – 1 Year
7.82%
−5.31%
Alpha – 3 Years
−0.67%
−0.52%
Information Ratio – 3 Years
-0.04
-0.06
Volatility – 1 Year
21.44%
21.96%
Volatility – 3 Years
14.93%
17.35%
Beta – 1 Year
1.05
1.19
Beta – 3 Years
0.81
1.00
Sharpe Ratio – 1 Year
0.41
-0.16
Sharpe Ratio – 3 Years
0.50
0.42
Worst Rolling Year
3.84%
10.84%
Value at Worst Rolling Year
₹1.04 Cr
₹1.11 Cr
Deepest Drawdown
−16.40%
−22.24%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
22.71%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 23% · M 4% · S 73%
Number of Stocks
19
16
Portfolio P/E
29.80
22.00
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%
Bharti Airtel Ltd · 0.00%
Greenply Industries Ltd · 0.00%
Windlas Biotech Ltd · 0.00%
Asian Paints Ltd · 0.00%
EPL Ltd · 0.00%
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
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%