Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
MOAT - Emerging Moat
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%
2.64%
6 Months
11.66%
5.29%
1 Year
12.54%
2.64%
3 Years
11.42%
8.64%
5 Years
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—
Since Inception
6.78%
12.31%
Fund Age
4 yrs 10 mo
3 yrs 11 mo
AUM
₹2.34 Cr
₹56.94 Cr
Alpha – 1 Year
7.82%
−2.08%
Alpha – 3 Years
−0.67%
−3.45%
Information Ratio – 3 Years
-0.04
-0.33
Volatility – 1 Year
21.44%
19.56%
Volatility – 3 Years
14.93%
17.76%
Beta – 1 Year
1.05
1.08
Beta – 3 Years
0.81
1.07
Sharpe Ratio – 1 Year
0.41
-0.05
Sharpe Ratio – 3 Years
0.50
0.31
Worst Rolling Year
3.84%
8.64%
Value at Worst Rolling Year
₹1.04 Cr
₹1.09 Cr
Deepest Drawdown
−16.40%
−25.57%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
14.83%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 46% · M 22% · S 27%
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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%
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
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%