Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.76%
4.61%
6 Months
11.66%
3.41%
1 Year
12.54%
20.00%
3 Years
11.42%
24.29%
5 Years
—
—
Since Inception
6.78%
15.71%
Fund Age
4 yrs 10 mo
4 yrs 7 mo
AUM
₹2.34 Cr
₹129.22 Cr
Alpha – 1 Year
7.82%
15.28%
Alpha – 3 Years
−0.67%
12.20%
Information Ratio – 3 Years
-0.04
1.16
Volatility – 1 Year
21.44%
22.01%
Volatility – 3 Years
14.93%
22.99%
Beta – 1 Year
1.05
0.67
Beta – 3 Years
0.81
1.00
Sharpe Ratio – 1 Year
0.41
0.70
Sharpe Ratio – 3 Years
0.50
1.11
Worst Rolling Year
3.84%
13.28%
Value at Worst Rolling Year
₹1.04 Cr
₹1.13 Cr
Deepest Drawdown
−16.40%
−27.23%
Recovery Period
37 days
325 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
25.12%
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%
Hindustan Aeronautics Ltd · 12.57%
Cigniti Technologies Ltd · 7.17%
Tata Investment Corporation Ltd · 6.84%
Tube Investments of India Ltd · 6.13%
Power Finance Corporation Ltd · 6.10%
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
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%