Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Incred Focused Healthcare Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Incred Focused Healthcare Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.76%
4.05%
6 Months
11.66%
6.73%
1 Year
12.54%
−2.26%
3 Years
11.42%
32.06%
5 Years
—
—
Since Inception
6.78%
37.04%
Fund Age
4 yrs 10 mo
3 yrs
AUM
₹2.34 Cr
₹174.65 Cr
Alpha – 1 Year
7.82%
−5.24%
Alpha – 3 Years
−0.67%
20.17%
Information Ratio – 3 Years
-0.04
0.81
Volatility – 1 Year
21.44%
26.32%
Volatility – 3 Years
14.93%
22.60%
Beta – 1 Year
1.05
1.14
Beta – 3 Years
0.81
0.69
Sharpe Ratio – 1 Year
0.41
-0.17
Sharpe Ratio – 3 Years
0.50
1.11
Worst Rolling Year
3.84%
32.07%
Value at Worst Rolling Year
₹1.04 Cr
₹1.32 Cr
Deepest Drawdown
−16.40%
−30.55%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
33.22%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 46% · M 22% · S 27%
—
Number of Stocks
19
—
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%
—
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
—
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%