Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.76%
−2.26%
6 Months
11.66%
9.35%
1 Year
12.54%
10.43%
3 Years
11.42%
15.16%
5 Years
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—
Since Inception
6.78%
21.24%
Fund Age
4 yrs 10 mo
4 yrs 11 mo
AUM
₹2.34 Cr
₹16.88 Cr
Alpha – 1 Year
7.82%
8.57%
Alpha – 3 Years
−0.67%
3.08%
Information Ratio – 3 Years
-0.04
0.34
Volatility – 1 Year
21.44%
33.08%
Volatility – 3 Years
14.93%
27.65%
Beta – 1 Year
1.05
1.54
Beta – 3 Years
0.81
1.38
Sharpe Ratio – 1 Year
0.41
0.28
Sharpe Ratio – 3 Years
0.50
0.51
Worst Rolling Year
3.84%
12.88%
Value at Worst Rolling Year
₹1.04 Cr
₹1.13 Cr
Deepest Drawdown
−16.40%
−32.66%
Recovery Period
37 days
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
24.61%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 46% · M 22% · S 27%
L 9% · M 17% · S 71%
Number of Stocks
19
16
Portfolio P/E
29.80
48.24
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%
—
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / 0% / 0%