Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs HSBC India Next Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
HSBC India Next Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.76%
0.12%
6 Months
11.66%
7.25%
1 Year
12.54%
6.76%
3 Years
11.42%
11.27%
5 Years
—
11.24%
Since Inception
6.78%
13.42%
Fund Age
4 yrs 10 mo
5 yrs 6 mo
AUM
₹2.34 Cr
₹440.57 Cr
Alpha – 1 Year
7.82%
2.04%
Alpha – 3 Years
−0.67%
−0.82%
Information Ratio – 3 Years
-0.04
-0.13
Volatility – 1 Year
21.44%
18.95%
Volatility – 3 Years
14.93%
15.52%
Beta – 1 Year
1.05
1.06
Beta – 3 Years
0.81
0.94
Sharpe Ratio – 1 Year
0.41
0.16
Sharpe Ratio – 3 Years
0.50
0.43
Worst Rolling Year
3.84%
10.24%
Value at Worst Rolling Year
₹1.04 Cr
₹1.10 Cr
Deepest Drawdown
−16.40%
−18.28%
Recovery Period
37 days
489 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
15.51%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 43% · M 35% · S 19%
Number of Stocks
19
28
Portfolio P/E
29.80
42.47
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%
SPR Auto Technologies Ltd · 6.28%
State Bank of India · 6.00%
Titan Company Ltd · 5.31%
Phoenix Mills Ltd · 4.92%
Indian Hotels Co Ltd · 4.62%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Financial Services · 21.49%
Automobile and Auto Components · 12.75%
Capital Goods · 8.65%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%