Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs ICICI Prudential - Contra Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
ICICI Prudential - Contra 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%
0.77%
6 Months
11.66%
0.72%
1 Year
12.54%
7.26%
3 Years
11.42%
15.71%
5 Years
—
16.27%
Since Inception
6.78%
18.01%
Fund Age
4 yrs 10 mo
7 yrs 11 mo
AUM
₹2.34 Cr
₹14,208.27 Cr
Alpha – 1 Year
7.82%
2.54%
Alpha – 3 Years
−0.67%
3.62%
Information Ratio – 3 Years
-0.04
0.79
Volatility – 1 Year
21.44%
16.69%
Volatility – 3 Years
14.93%
15.09%
Beta – 1 Year
1.05
0.95
Beta – 3 Years
0.81
0.95
Sharpe Ratio – 1 Year
0.41
0.18
Sharpe Ratio – 3 Years
0.50
0.70
Worst Rolling Year
3.84%
12.54%
Value at Worst Rolling Year
₹1.04 Cr
₹1.13 Cr
Deepest Drawdown
−16.40%
−18.56%
Recovery Period
37 days
241 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
23.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 68% · M 7% · S 24%
Number of Stocks
19
42
Portfolio P/E
29.80
25.76
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%
Bharti Airtel Ltd · 6.77%
Tata Steel Ltd · 4.97%
Eternal Ltd · 4.94%
Larsen & Toubro Ltd · 4.75%
ICICI Bank Ltd · 4.64%
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%
1% / 0% / 0%