Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
InCred Capital - Multicap PMS
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%
6.10%
6 Months
11.66%
8.11%
1 Year
12.54%
−2.73%
3 Years
11.42%
11.42%
5 Years
—
12.09%
Since Inception
6.78%
13.75%
Fund Age
4 yrs 10 mo
5 yrs 5 mo
AUM
₹2.34 Cr
₹205.48 Cr
Alpha – 1 Year
7.82%
−5.71%
Alpha – 3 Years
−0.67%
−0.47%
Information Ratio – 3 Years
-0.04
-0.07
Volatility – 1 Year
21.44%
23.93%
Volatility – 3 Years
14.93%
22.69%
Beta – 1 Year
1.05
1.24
Beta – 3 Years
0.81
1.17
Sharpe Ratio – 1 Year
0.41
-0.23
Sharpe Ratio – 3 Years
0.50
0.35
Worst Rolling Year
3.84%
11.05%
Value at Worst Rolling Year
₹1.04 Cr
₹1.11 Cr
Deepest Drawdown
−16.40%
−29.75%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
21.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 28% · M 36% · S 34%
Number of Stocks
19
29
Portfolio P/E
29.80
46.19
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 Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 1% / 0%