Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Motilal Oswal - Mid to Mega strategy
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%
4.17%
6 Months
11.66%
19.62%
1 Year
12.54%
12.19%
3 Years
11.42%
23.51%
5 Years
—
13.96%
Since Inception
6.78%
23.13%
Fund Age
4 yrs 10 mo
6 yrs 7 mo
AUM
₹2.34 Cr
₹2,332.81 Cr
Alpha – 1 Year
7.82%
9.21%
Alpha – 3 Years
−0.67%
11.63%
Information Ratio – 3 Years
-0.04
0.83
Volatility – 1 Year
21.44%
26.11%
Volatility – 3 Years
14.93%
21.82%
Beta – 1 Year
1.05
1.32
Beta – 3 Years
0.81
1.14
Sharpe Ratio – 1 Year
0.41
0.33
Sharpe Ratio – 3 Years
0.50
0.83
Worst Rolling Year
3.84%
12.50%
Value at Worst Rolling Year
₹1.04 Cr
₹1.13 Cr
Deepest Drawdown
−16.40%
−24.27%
Recovery Period
37 days
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
23.13%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 14% · M 33% · S 52%
Number of Stocks
19
33
Portfolio P/E
29.80
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%