Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Green Lantern - Growth Fund
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Green Lantern - Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.76%
1.81%
6 Months
11.66%
9.83%
1 Year
12.54%
13.53%
3 Years
11.42%
28.65%
5 Years
—
30.15%
Since Inception
6.78%
22.72%
Fund Age
4 yrs 10 mo
8 yrs 8 mo
AUM
₹2.34 Cr
₹1,835.92 Cr
Alpha – 1 Year
7.82%
8.81%
Alpha – 3 Years
−0.67%
16.56%
Information Ratio – 3 Years
-0.04
1.28
Volatility – 1 Year
21.44%
19.12%
Volatility – 3 Years
14.93%
18.89%
Beta – 1 Year
1.05
0.96
Beta – 3 Years
0.81
0.91
Sharpe Ratio – 1 Year
0.41
0.47
Sharpe Ratio – 3 Years
0.50
1.16
Worst Rolling Year
3.84%
-6.00%
Value at Worst Rolling Year
₹1.04 Cr
₹0.94 Cr
Deepest Drawdown
−16.40%
−13.66%
Recovery Period
37 days
411 days
1-Year Rolling Windows Positive
100.00%
97.32%
Median Rolling Year
9.56%
40.41%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 24% · M 10% · S 45%
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%
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
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%