Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.76%
0.97%
6 Months
11.66%
6.33%
1 Year
12.54%
−0.99%
3 Years
11.42%
6.26%
5 Years
—
6.47%
Since Inception
6.78%
5.18%
Fund Age
4 yrs 10 mo
19 yrs 5 mo
AUM
₹2.34 Cr
₹95.89 Cr
Alpha – 1 Year
7.82%
2.51%
Alpha – 3 Years
−0.67%
−2.73%
Information Ratio – 3 Years
-0.04
-0.10
Volatility – 1 Year
21.44%
20.93%
Volatility – 3 Years
14.93%
17.77%
Beta – 1 Year
1.05
1.14
Beta – 3 Years
0.81
1.05
Sharpe Ratio – 1 Year
0.41
-0.20
Sharpe Ratio – 3 Years
0.50
0.23
Worst Rolling Year
3.84%
-21.50%
Value at Worst Rolling Year
₹1.04 Cr
₹0.79 Cr
Deepest Drawdown
−16.40%
−30.66%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
74.63%
Median Rolling Year
9.56%
10.39%
5-Year Rolling Windows Positive
—
82.76%
Market-Cap Mix
L 46% · M 22% · S 27%
L 77% · M 12% · S 11%
Number of Stocks
19
57
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%