Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Hanut - Fundamental Quant
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Hanut - Fundamental Quant
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.76%
3.57%
6 Months
11.66%
13.27%
1 Year
12.54%
19.25%
3 Years
11.42%
19.26%
5 Years
—
12.69%
Since Inception
6.78%
18.49%
Fund Age
4 yrs 10 mo
7 yrs 3 mo
AUM
₹2.34 Cr
₹40.18 Cr
Alpha – 1 Year
7.82%
14.53%
Alpha – 3 Years
−0.67%
7.17%
Information Ratio – 3 Years
-0.04
0.70
Volatility – 1 Year
21.44%
26.49%
Volatility – 3 Years
14.93%
18.75%
Beta – 1 Year
1.05
1.37
Beta – 3 Years
0.81
1.06
Sharpe Ratio – 1 Year
0.41
0.59
Sharpe Ratio – 3 Years
0.50
0.71
Worst Rolling Year
3.84%
12.14%
Value at Worst Rolling Year
₹1.04 Cr
₹1.12 Cr
Deepest Drawdown
−16.40%
−15.45%
Recovery Period
37 days
24 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
20.15%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 13% · M 41% · S 44%
Number of Stocks
19
36
Portfolio P/E
29.80
41.94
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%
Netweb Technologies India Ltd · 6.67%
Multi Commodity Exchange of India Ltd · 5.86%
GE Vernova T&D India Ltd · 5.56%
National Aluminium Company Ltd · 5.33%
Data Patterns (India) Ltd · 4.35%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Financial Services · 35.90%
Capital Goods · 24.06%
Realty · 10.12%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 1% / 0%