Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Magadh - Future Stars
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Magadh - Future Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.76%
3.10%
6 Months
11.66%
4.24%
1 Year
12.54%
17.00%
3 Years
11.42%
21.79%
5 Years
—
20.77%
Since Inception
6.78%
20.65%
Fund Age
4 yrs 10 mo
5 yrs
AUM
₹2.34 Cr
₹88.27 Cr
Alpha – 1 Year
7.82%
12.28%
Alpha – 3 Years
−0.67%
9.70%
Information Ratio – 3 Years
-0.04
1.38
Volatility – 1 Year
21.44%
20.96%
Volatility – 3 Years
14.93%
18.52%
Beta – 1 Year
1.05
1.12
Beta – 3 Years
0.81
1.04
Sharpe Ratio – 1 Year
0.41
0.60
Sharpe Ratio – 3 Years
0.50
1.04
Worst Rolling Year
3.84%
21.72%
Value at Worst Rolling Year
₹1.04 Cr
₹1.22 Cr
Deepest Drawdown
−16.40%
−18.76%
Recovery Period
37 days
428 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
30.26%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 19% · M 45% · S 35%
Number of Stocks
19
25
Portfolio P/E
29.80
27.45
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%
Laurus Labs Ltd · 10.50%
V2 Retail Ltd · 9.50%
Bank of Maharashtra · 9.16%
Eternal Ltd · 8.75%
Bank of India · 8.20%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0.5% / 0% / 0%