Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Lakewater Advisors - India Growth
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%
−5.12%
6 Months
11.66%
10.94%
1 Year
12.54%
14.16%
3 Years
11.42%
7.74%
5 Years
—
3.22%
Since Inception
6.78%
10.15%
Fund Age
4 yrs 10 mo
7 yrs 2 mo
AUM
₹2.34 Cr
₹34.95 Cr
Alpha – 1 Year
7.82%
14.51%
Alpha – 3 Years
−0.67%
−1.26%
Information Ratio – 3 Years
-0.04
-0.10
Volatility – 1 Year
21.44%
25.75%
Volatility – 3 Years
14.93%
17.58%
Beta – 1 Year
1.05
1.43
Beta – 3 Years
0.81
1.06
Sharpe Ratio – 1 Year
0.41
0.43
Sharpe Ratio – 3 Years
0.50
0.21
Worst Rolling Year
3.84%
-2.37%
Value at Worst Rolling Year
₹1.04 Cr
₹0.98 Cr
Deepest Drawdown
−16.40%
−19.75%
Recovery Period
37 days
57 days
1-Year Rolling Windows Positive
100.00%
96.22%
Median Rolling Year
9.56%
9.45%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 41% · M 32% · S 26%
Number of Stocks
19
19
Portfolio P/E
29.80
40.21
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%
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%