Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Green Portfolio - Super 30 Dynamic
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Green Portfolio - Super 30 Dynamic
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%
−0.92%
6 Months
11.66%
32.15%
1 Year
12.54%
16.77%
3 Years
11.42%
19.00%
5 Years
—
20.10%
Since Inception
6.78%
27.01%
Fund Age
4 yrs 10 mo
6 yrs 10 mo
AUM
₹2.34 Cr
₹247.64 Cr
Alpha – 1 Year
7.82%
13.79%
Alpha – 3 Years
−0.67%
7.10%
Information Ratio – 3 Years
-0.04
0.30
Volatility – 1 Year
21.44%
39.13%
Volatility – 3 Years
14.93%
29.47%
Beta – 1 Year
1.05
1.87
Beta – 3 Years
0.81
1.36
Sharpe Ratio – 1 Year
0.41
0.42
Sharpe Ratio – 3 Years
0.50
0.55
Worst Rolling Year
3.84%
15.03%
Value at Worst Rolling Year
₹1.04 Cr
₹1.15 Cr
Deepest Drawdown
−16.40%
−35.86%
Recovery Period
37 days
94 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
31.90%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
S 80%
Number of Stocks
19
42
Portfolio P/E
29.80
42.30
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%
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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%