Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Marcellus -MeritorQ - PMS
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Marcellus -MeritorQ - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.76%
3.04%
6 Months
11.66%
5.19%
1 Year
12.54%
−0.45%
3 Years
11.42%
11.72%
5 Years
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—
Since Inception
6.78%
12.62%
Fund Age
4 yrs 10 mo
3 yrs 8 mo
AUM
₹2.34 Cr
₹42.96 Cr
Alpha – 1 Year
7.82%
−3.43%
Alpha – 3 Years
−0.67%
−0.17%
Information Ratio – 3 Years
-0.04
-0.16
Volatility – 1 Year
21.44%
16.93%
Volatility – 3 Years
14.93%
15.20%
Beta – 1 Year
1.05
0.92
Beta – 3 Years
0.81
0.91
Sharpe Ratio – 1 Year
0.41
-0.27
Sharpe Ratio – 3 Years
0.50
0.45
Worst Rolling Year
3.84%
11.64%
Value at Worst Rolling Year
₹1.04 Cr
₹1.12 Cr
Deepest Drawdown
−16.40%
−20.38%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
15.01%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 46% · M 22% · S 27%
L 39% · M 39% · S 22%
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%
Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
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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%