Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Karma - Wealth Builder
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%
4.30%
6 Months
11.66%
9.50%
1 Year
12.54%
10.30%
3 Years
11.42%
13.40%
5 Years
—
13.85%
Since Inception
6.78%
12.90%
Fund Age
4 yrs 10 mo
19 yrs 8 mo
AUM
₹2.34 Cr
₹295.65 Cr
Alpha – 1 Year
7.82%
5.60%
Alpha – 3 Years
−0.67%
1.30%
Information Ratio – 3 Years
-0.04
0.46
Volatility – 1 Year
21.44%
20.18%
Volatility – 3 Years
14.93%
17.30%
Beta – 1 Year
1.05
1.09
Beta – 3 Years
0.81
1.05
Sharpe Ratio – 1 Year
0.41
0.32
Sharpe Ratio – 3 Years
0.50
0.49
Worst Rolling Year
3.84%
-20.52%
Value at Worst Rolling Year
₹1.04 Cr
₹0.79 Cr
Deepest Drawdown
−16.40%
−12.92%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.46%
Median Rolling Year
9.56%
16.95%
5-Year Rolling Windows Positive
—
98.31%
Market-Cap Mix
L 46% · M 22% · S 27%
L 21% · M 15% · S 62%
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%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
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%
1% / – / –