Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Kotak India Focus Portfolio - series I
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%
2.41%
6 Months
11.66%
2.04%
1 Year
12.54%
13.04%
3 Years
11.42%
15.74%
5 Years
—
14.15%
Since Inception
6.78%
15.13%
Fund Age
4 yrs 10 mo
14 yrs 1 mo
AUM
₹2.34 Cr
₹850.7 Cr
Alpha – 1 Year
7.82%
13.39%
Alpha – 3 Years
−0.67%
6.74%
Information Ratio – 3 Years
-0.04
1.02
Volatility – 1 Year
21.44%
18.01%
Volatility – 3 Years
14.93%
15.42%
Beta – 1 Year
1.05
1.04
Beta – 3 Years
0.81
0.99
Sharpe Ratio – 1 Year
0.41
0.48
Sharpe Ratio – 3 Years
0.50
0.76
Worst Rolling Year
3.84%
-19.06%
Value at Worst Rolling Year
₹1.04 Cr
₹0.81 Cr
Deepest Drawdown
−16.40%
−15.54%
Recovery Period
37 days
227 days
1-Year Rolling Windows Positive
100.00%
83.40%
Median Rolling Year
9.56%
18.72%
5-Year Rolling Windows Positive
—
95.45%
Market-Cap Mix
L 46% · M 22% · S 27%
L 53% · M 28% · S 13%
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%
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
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%