Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Green Lantern - Alpha Fund
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Green Lantern - Alpha Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.76%
−0.10%
6 Months
11.66%
6.51%
1 Year
12.54%
15.14%
3 Years
11.42%
23.23%
5 Years
—
23.21%
Since Inception
6.78%
29.55%
Fund Age
4 yrs 10 mo
6 yrs 6 mo
AUM
₹2.34 Cr
₹66.34 Cr
Alpha – 1 Year
7.82%
10.42%
Alpha – 3 Years
−0.67%
11.14%
Information Ratio – 3 Years
-0.04
1.31
Volatility – 1 Year
21.44%
19.62%
Volatility – 3 Years
14.93%
17.58%
Beta – 1 Year
1.05
1.01
Beta – 3 Years
0.81
1.01
Sharpe Ratio – 1 Year
0.41
0.54
Sharpe Ratio – 3 Years
0.50
0.98
Worst Rolling Year
3.84%
23.09%
Value at Worst Rolling Year
₹1.04 Cr
₹1.23 Cr
Deepest Drawdown
−16.40%
−16.37%
Recovery Period
37 days
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
34.82%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 34% · M 14% · S 34%
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%
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
12% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 0%