Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Geojit - Freedom Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Geojit - Freedom Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.76%
2.33%
6 Months
11.66%
5.53%
1 Year
12.54%
9.60%
3 Years
11.42%
6.75%
5 Years
—
7.07%
Since Inception
6.78%
13.02%
Fund Age
4 yrs 10 mo
14 yrs 9 mo
AUM
₹2.34 Cr
₹179.27 Cr
Alpha – 1 Year
7.82%
9.95%
Alpha – 3 Years
−0.67%
−2.25%
Information Ratio – 3 Years
-0.04
-0.39
Volatility – 1 Year
21.44%
17.14%
Volatility – 3 Years
14.93%
14.92%
Beta – 1 Year
1.05
1.04
Beta – 3 Years
0.81
1.00
Sharpe Ratio – 1 Year
0.41
0.31
Sharpe Ratio – 3 Years
0.50
0.15
Worst Rolling Year
3.84%
-6.19%
Value at Worst Rolling Year
₹1.04 Cr
₹0.94 Cr
Deepest Drawdown
−16.40%
−21.15%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.53%
Median Rolling Year
9.56%
12.72%
5-Year Rolling Windows Positive
—
99.15%
Market-Cap Mix
L 46% · M 22% · S 27%
L 69% · M 12% · S 15%
Number of Stocks
19
22
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%
ICICI Bank Ltd · 9.74%
Reliance Industries Ltd · 8.27%
Bharat Electronics Ltd · 6.87%
CG Power & Industrial Solutions Ltd · 5.96%
Maruti Suzuki India Ltd · 5.89%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
—