Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Marcellus - Consistent Compounders
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Marcellus - Consistent Compounders
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%
4.02%
6 Months
11.66%
10.61%
1 Year
12.54%
3.27%
3 Years
11.42%
5.81%
5 Years
—
4.77%
Since Inception
6.78%
12.23%
Fund Age
4 yrs 10 mo
7 yrs 7 mo
AUM
₹2.34 Cr
₹1,666.24 Cr
Alpha – 1 Year
7.82%
3.70%
Alpha – 3 Years
−0.67%
−2.76%
Information Ratio – 3 Years
-0.04
-0.29
Volatility – 1 Year
21.44%
19.50%
Volatility – 3 Years
14.93%
16.37%
Beta – 1 Year
1.05
1.09
Beta – 3 Years
0.81
1.05
Sharpe Ratio – 1 Year
0.41
-0.02
Sharpe Ratio – 3 Years
0.50
0.10
Worst Rolling Year
3.84%
0.36%
Value at Worst Rolling Year
₹1.04 Cr
₹1.00 Cr
Deepest Drawdown
−16.40%
−23.56%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.77%
Median Rolling Year
9.56%
8.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 42% · M 32% · S 25%
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%
Trent Ltd · 8.00%
Divis Laboratories Ltd · 8.00%
Narayana Hrudayalaya Ltd · 7.50%
Asian Paints Ltd · 7.00%
Tube Investments of India Ltd · 7.00%
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%
0% / 0% / 0%