Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Karma Capital Magnolia
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Karma Capital Magnolia
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%
0.10%
6 Months
11.66%
8.00%
1 Year
12.54%
6.50%
3 Years
11.42%
11.40%
5 Years
—
—
Since Inception
6.78%
13.00%
Fund Age
4 yrs 10 mo
3 yrs 6 mo
AUM
₹2.34 Cr
₹9.42 Cr
Alpha – 1 Year
7.82%
1.80%
Alpha – 3 Years
−0.67%
−0.70%
Information Ratio – 3 Years
-0.04
-0.20
Volatility – 1 Year
21.44%
21.60%
Volatility – 3 Years
14.93%
16.09%
Beta – 1 Year
1.05
1.19
Beta – 3 Years
0.81
0.99
Sharpe Ratio – 1 Year
0.41
0.17
Sharpe Ratio – 3 Years
0.50
0.37
Worst Rolling Year
3.84%
8.82%
Value at Worst Rolling Year
₹1.04 Cr
₹1.09 Cr
Deepest Drawdown
−16.40%
−17.53%
Recovery Period
37 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
13.10%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 46% · M 22% · S 27%
L 51% · M 15% · S 33%
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%
ICICI Bank Ltd · 5.80%
Bajaj Finance Ltd · 5.80%
Cholamandalam Investment & Finance Company Ltd · 5.10%
HDFC Bank Ltd · 4.90%
Piramal Finance Ltd · 4.60%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0.1% / – / 0%