Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Himalaya - EverFlow India Opportunities
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%
2.85%
6 Months
11.66%
22.81%
1 Year
12.54%
15.74%
3 Years
11.42%
19.34%
5 Years
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Since Inception
6.78%
24.49%
Fund Age
4 yrs 10 mo
3 yrs 3 mo
AUM
₹2.34 Cr
₹446.96 Cr
Alpha – 1 Year
7.82%
11.02%
Alpha – 3 Years
−0.67%
7.25%
Information Ratio – 3 Years
-0.04
0.86
Volatility – 1 Year
21.44%
23.09%
Volatility – 3 Years
14.93%
17.79%
Beta – 1 Year
1.05
1.11
Beta – 3 Years
0.81
0.93
Sharpe Ratio – 1 Year
0.41
0.51
Sharpe Ratio – 3 Years
0.50
0.79
Worst Rolling Year
3.84%
19.32%
Value at Worst Rolling Year
₹1.04 Cr
₹1.19 Cr
Deepest Drawdown
−16.40%
−18.72%
Recovery Period
37 days
46 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
21.74%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 46% · M 22% · S 27%
L 19% · S 80%
Number of Stocks
19
30
Portfolio P/E
29.80
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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%
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Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
2.00% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
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