Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Master Trust India Growth Strategy
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Master Trust India Growth Strategy
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%
5.45%
6 Months
11.66%
16.85%
1 Year
12.54%
9.30%
3 Years
11.42%
14.05%
5 Years
—
14.30%
Since Inception
6.78%
24.29%
Fund Age
4 yrs 10 mo
14 yrs 10 mo
AUM
₹2.34 Cr
₹372.24 Cr
Alpha – 1 Year
7.82%
4.58%
Alpha – 3 Years
−0.67%
1.97%
Information Ratio – 3 Years
-0.04
0.33
Volatility – 1 Year
21.44%
21.18%
Volatility – 3 Years
14.93%
20.18%
Beta – 1 Year
1.05
1.04
Beta – 3 Years
0.81
1.12
Sharpe Ratio – 1 Year
0.41
0.27
Sharpe Ratio – 3 Years
0.50
0.49
Worst Rolling Year
3.84%
-10.46%
Value at Worst Rolling Year
₹1.04 Cr
₹0.90 Cr
Deepest Drawdown
−16.40%
−23.77%
Recovery Period
37 days
99 days
1-Year Rolling Windows Positive
100.00%
93.61%
Median Rolling Year
9.56%
27.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
—
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%
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
—
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 1.5% / 0.5%