Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
MOAT - Moderate Compounders
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%
2.75%
6 Months
11.66%
8.17%
1 Year
12.54%
3.28%
3 Years
11.42%
8.41%
5 Years
—
12.53%
Since Inception
6.78%
11.01%
Fund Age
4 yrs 10 mo
12 yrs 9 mo
AUM
₹2.34 Cr
₹16.57 Cr
Alpha – 1 Year
7.82%
−1.44%
Alpha – 3 Years
−0.67%
−3.68%
Information Ratio – 3 Years
-0.04
-0.32
Volatility – 1 Year
21.44%
20.74%
Volatility – 3 Years
14.93%
17.91%
Beta – 1 Year
1.05
1.13
Beta – 3 Years
0.81
1.09
Sharpe Ratio – 1 Year
0.41
0.00
Sharpe Ratio – 3 Years
0.50
0.32
Worst Rolling Year
3.84%
-16.89%
Value at Worst Rolling Year
₹1.04 Cr
₹0.83 Cr
Deepest Drawdown
−16.40%
−28.21%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
73.60%
Median Rolling Year
9.56%
13.43%
5-Year Rolling Windows Positive
—
88.30%
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%
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
—
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%