Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Green Portfolio - Special
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Green Portfolio - Special
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.76%
2.75%
6 Months
11.66%
26.95%
1 Year
12.54%
13.12%
3 Years
11.42%
17.80%
5 Years
—
15.04%
Since Inception
6.78%
22.70%
Fund Age
4 yrs 10 mo
8 yrs
AUM
₹2.34 Cr
₹357.26 Cr
Alpha – 1 Year
7.82%
10.14%
Alpha – 3 Years
−0.67%
5.90%
Information Ratio – 3 Years
-0.04
0.31
Volatility – 1 Year
21.44%
32.38%
Volatility – 3 Years
14.93%
25.45%
Beta – 1 Year
1.05
1.68
Beta – 3 Years
0.81
1.37
Sharpe Ratio – 1 Year
0.41
0.36
Sharpe Ratio – 3 Years
0.50
0.56
Worst Rolling Year
3.84%
11.19%
Value at Worst Rolling Year
₹1.04 Cr
₹1.11 Cr
Deepest Drawdown
−16.40%
−26.50%
Recovery Period
37 days
80 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
27.28%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 7% · M 19% · S 59%
Number of Stocks
19
42
Portfolio P/E
29.80
42.01
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%
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
—
Fixed Fee
2.00% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%