Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Kotak Pioneer Model Strategy Moderate
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Kotak Pioneer Model Strategy Moderate
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.76%
1.38%
6 Months
11.66%
−0.96%
1 Year
12.54%
13.47%
3 Years
11.42%
—
5 Years
—
—
Since Inception
6.78%
13.04%
Fund Age
4 yrs 10 mo
4 yrs 1 mo
AUM
₹2.34 Cr
₹8.03 Cr
Alpha – 1 Year
7.82%
6.76%
Alpha – 3 Years
−0.67%
—
Information Ratio – 3 Years
-0.04
0.20
Volatility – 1 Year
21.44%
13.65%
Volatility – 3 Years
14.93%
9.67%
Beta – 1 Year
1.05
1.23
Beta – 3 Years
0.81
1.06
Sharpe Ratio – 1 Year
0.41
0.60
Sharpe Ratio – 3 Years
0.50
0.77
Worst Rolling Year
3.84%
11.57%
Value at Worst Rolling Year
₹1.04 Cr
₹1.12 Cr
Deepest Drawdown
−16.40%
−12.95%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
13.65%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 46% · M 22% · S 27%
—
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%
HDFC Flexi Cap Fund - Direct (G) · 15.10%
Kotak Flexi Cap Fund - Direct (G) · 13.59%
HDFC Ultra Short to Short Term Fund - Direct (G) · 11.63%
ICICI Pru Ultra Short to Short Term Fund - Direct (G) · 7.75%
Kotak Active Momentum Fund - Direct (G) · 7.39%
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%
1% / – / –