Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Invesco - Rise
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Invesco - Rise
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.76%
5.01%
6 Months
11.66%
8.17%
1 Year
12.54%
19.57%
3 Years
11.42%
18.20%
5 Years
—
15.63%
Since Inception
6.78%
14.42%
Fund Age
4 yrs 10 mo
10 yrs 4 mo
AUM
₹2.34 Cr
₹337.5 Cr
Alpha – 1 Year
7.82%
14.85%
Alpha – 3 Years
−0.67%
6.11%
Information Ratio – 3 Years
-0.04
0.93
Volatility – 1 Year
21.44%
14.72%
Volatility – 3 Years
14.93%
15.36%
Beta – 1 Year
1.05
0.78
Beta – 3 Years
0.81
0.92
Sharpe Ratio – 1 Year
0.41
0.93
Sharpe Ratio – 3 Years
0.50
0.83
Worst Rolling Year
3.84%
-10.21%
Value at Worst Rolling Year
₹1.04 Cr
₹0.90 Cr
Deepest Drawdown
−16.40%
−21.92%
Recovery Period
37 days
231 days
1-Year Rolling Windows Positive
100.00%
88.56%
Median Rolling Year
9.56%
16.73%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 49% · M 27% · S 21%
Number of Stocks
19
23
Portfolio P/E
29.80
50.96
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 · 7.42%
Eternal Ltd · 7.19%
Multi Commodity Exchange of India Ltd · 6.79%
Cash & Cash Equivalent · 6.57%
Sedemac Mechatronics Ltd · 5.60%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
—