Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs JM Financial - Focus
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
JM Financial - Focus
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%
1.03%
6 Months
11.66%
6.82%
1 Year
12.54%
3.42%
3 Years
11.42%
13.55%
5 Years
—
9.47%
Since Inception
6.78%
15.08%
Fund Age
4 yrs 10 mo
13 yrs 9 mo
AUM
₹2.34 Cr
₹319.05 Cr
Alpha – 1 Year
7.82%
0.44%
Alpha – 3 Years
−0.67%
1.66%
Information Ratio – 3 Years
-0.04
0.24
Volatility – 1 Year
21.44%
13.79%
Volatility – 3 Years
14.93%
15.92%
Beta – 1 Year
1.05
0.75
Beta – 3 Years
0.81
0.91
Sharpe Ratio – 1 Year
0.41
-0.08
Sharpe Ratio – 3 Years
0.50
0.53
Worst Rolling Year
3.84%
—
Value at Worst Rolling Year
₹1.04 Cr
—
Deepest Drawdown
−16.40%
−20.24%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
9.56%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 46% · M 22% · S 27%
L 63% · M 12% · S 18%
Number of Stocks
19
49
Portfolio P/E
29.80
33.08
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%
ICICI Bank Ltd · 6.48%
HDFC Bank Ltd · 5.81%
Axis Bank Ltd · 5.40%
Divis Laboratories Ltd · 5.04%
Pidilite Industries Ltd · 4.93%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Capital Goods · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 0%