Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Ksema - Multi Asset Portfolio (Ctrl+Alt+Grow)
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Ksema - Multi Asset Portfolio (Ctrl+Alt+Grow)
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%
−0.53%
6 Months
11.66%
0.57%
1 Year
12.54%
—
3 Years
11.42%
—
5 Years
—
—
Since Inception
6.78%
2.03%
Fund Age
4 yrs 10 mo
7 mo
AUM
₹2.34 Cr
₹0.29 Cr
Alpha – 1 Year
7.82%
—
Alpha – 3 Years
−0.67%
—
Information Ratio – 3 Years
-0.04
—
Volatility – 1 Year
21.44%
—
Volatility – 3 Years
14.93%
—
Beta – 1 Year
1.05
—
Beta – 3 Years
0.81
—
Sharpe Ratio – 1 Year
0.41
—
Sharpe Ratio – 3 Years
0.50
—
Worst Rolling Year
3.84%
—
Value at Worst Rolling Year
₹1.04 Cr
—
Deepest Drawdown
−16.40%
—
Recovery Period
37 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
9.56%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 46% · M 22% · S 27%
L 17% · M 21% · S 6%
Number of Stocks
19
20
Portfolio P/E
29.80
15.87
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%
Vedanta Iron & Steel Ltd · 8.22%
Nippon India ETF Hang Seng BeES · 7.87%
Knowledge Realty Trust · 7.21%
IndiGrid Infrastructure Trust · 6.79%
Nippon India Silver ETF · 6.53%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Others · 23.38%
Oil, Gas & Consumable Fuels · 16.98%
Realty · 13.45%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%