Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
IFM Alphaedge Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.76%
1.32%
6 Months
11.66%
7.54%
1 Year
12.54%
8.20%
3 Years
11.42%
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5 Years
—
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Since Inception
6.78%
2.83%
Fund Age
4 yrs 10 mo
14 mo
AUM
₹2.34 Cr
₹18.5 Cr
Alpha – 1 Year
7.82%
3.48%
Alpha – 3 Years
−0.67%
—
Information Ratio – 3 Years
-0.04
—
Volatility – 1 Year
21.44%
18.53%
Volatility – 3 Years
14.93%
—
Beta – 1 Year
1.05
1.05
Beta – 3 Years
0.81
—
Sharpe Ratio – 1 Year
0.41
0.23
Sharpe Ratio – 3 Years
0.50
—
Worst Rolling Year
3.84%
—
Value at Worst Rolling Year
₹1.04 Cr
—
Deepest Drawdown
−16.40%
−14.67%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
9.56%
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 46% · M 22% · S 27%
L 47% · M 18% · S 29%
Number of Stocks
19
15
Portfolio P/E
29.80
—
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%
Bandhan Small Cap Fund - Direct (G) · 20.24%
HDFC Flexi Cap Fund - Direct (G) · 18.90%
Invesco India Smal Cap Fund - Direct (G) · 15.52%
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G) · 12.88%
ICICI Pru Nifty Bank ETF · 8.59%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Fixed Fee
2.00% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
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