Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.76%
0.36%
6 Months
11.66%
5.01%
1 Year
12.54%
−5.33%
3 Years
11.42%
1.25%
5 Years
—
−1.56%
Since Inception
6.78%
10.94%
Fund Age
4 yrs 10 mo
6 yrs 11 mo
AUM
₹2.34 Cr
₹122.91 Cr
Alpha – 1 Year
7.82%
−8.31%
Alpha – 3 Years
−0.67%
−10.64%
Information Ratio – 3 Years
-0.04
-0.98
Volatility – 1 Year
21.44%
16.35%
Volatility – 3 Years
14.93%
16.88%
Beta – 1 Year
1.05
0.87
Beta – 3 Years
0.81
0.86
Sharpe Ratio – 1 Year
0.41
-0.59
Sharpe Ratio – 3 Years
0.50
-0.17
Worst Rolling Year
3.84%
-5.79%
Value at Worst Rolling Year
₹1.04 Cr
₹0.94 Cr
Deepest Drawdown
−16.40%
−20.60%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
9.56%
1.42%
5-Year Rolling Windows Positive
—
83.33%
Market-Cap Mix
L 46% · M 22% · S 27%
M 4% · S 79%
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
—
Fixed Fee
2.00% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%