Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Motilal Oswal-Founders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.76%
0.25%
6 Months
11.66%
15.19%
1 Year
12.54%
3.21%
3 Years
11.42%
19.65%
5 Years
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Since Inception
6.78%
25.09%
Fund Age
4 yrs 10 mo
3 yrs 5 mo
AUM
₹2.34 Cr
₹4,148.34 Cr
Alpha – 1 Year
7.82%
0.23%
Alpha – 3 Years
−0.67%
7.77%
Information Ratio – 3 Years
-0.04
0.62
Volatility – 1 Year
21.44%
21.54%
Volatility – 3 Years
14.93%
22.15%
Beta – 1 Year
1.05
1.06
Beta – 3 Years
0.81
1.15
Sharpe Ratio – 1 Year
0.41
-0.01
Sharpe Ratio – 3 Years
0.50
0.68
Worst Rolling Year
3.84%
19.49%
Value at Worst Rolling Year
₹1.04 Cr
₹1.19 Cr
Deepest Drawdown
−16.40%
−27.91%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
21.76%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 46% · M 22% · S 27%
L 26% · M 35% · S 37%
Number of Stocks
19
26
Portfolio P/E
29.80
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 0% / 0%