Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Geojit - Ethical Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Geojit - Ethical Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.76%
1.73%
6 Months
11.66%
9.02%
1 Year
12.54%
1.62%
3 Years
11.42%
4.68%
5 Years
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Since Inception
6.78%
5.77%
Fund Age
4 yrs 10 mo
4 yrs 7 mo
AUM
₹2.34 Cr
₹13.09 Cr
Alpha – 1 Year
7.82%
−3.10%
Alpha – 3 Years
−0.67%
−7.41%
Information Ratio – 3 Years
-0.04
-1.02
Volatility – 1 Year
21.44%
18.69%
Volatility – 3 Years
14.93%
17.05%
Beta – 1 Year
1.05
0.99
Beta – 3 Years
0.81
1.00
Sharpe Ratio – 1 Year
0.41
-0.11
Sharpe Ratio – 3 Years
0.50
0.01
Worst Rolling Year
3.84%
2.83%
Value at Worst Rolling Year
₹1.04 Cr
₹1.03 Cr
Deepest Drawdown
−16.40%
−28.39%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
7.57%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 46% · M 22% · S 27%
L 33% · M 17% · S 45%
Number of Stocks
19
30
Portfolio P/E
29.80
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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%
CG Power & Industrial Solutions Ltd · 5.45%
Hero MotoCorp Ltd · 4.98%
Hindustan Unilever Ltd · 4.10%
Pondy Oxides & Chemicals Ltd · 4.08%
Nestle India Ltd · 4.04%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Capital Goods · 21.40%
Fast Moving Consumer Goods · 19.05%
Automobile and Auto Components · 14.58%
Fixed Fee
2.00% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
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