Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Maximal Income Fund
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Maximal Income Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.76%
1.24%
6 Months
11.66%
7.09%
1 Year
12.54%
17.57%
3 Years
11.42%
20.39%
5 Years
—
—
Since Inception
6.78%
19.75%
Fund Age
4 yrs 10 mo
4 yrs 2 mo
AUM
₹2.34 Cr
₹49.8 Cr
Alpha – 1 Year
7.82%
16.32%
Alpha – 3 Years
−0.67%
14.92%
Information Ratio – 3 Years
-0.04
1.66
Volatility – 1 Year
21.44%
7.36%
Volatility – 3 Years
14.93%
8.69%
Beta – 1 Year
1.05
1.50
Beta – 3 Years
0.81
0.91
Sharpe Ratio – 1 Year
0.41
1.55
Sharpe Ratio – 3 Years
0.50
1.63
Worst Rolling Year
3.84%
18.51%
Value at Worst Rolling Year
₹1.04 Cr
₹1.19 Cr
Deepest Drawdown
−16.40%
—
Recovery Period
37 days
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
21.68%
5-Year Rolling Windows Positive
—
—
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%
—
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
—
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 15%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%