Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs NAFA - Small Cap
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
NAFA - Small Cap
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.76%
1.33%
6 Months
11.66%
9.10%
1 Year
12.54%
−3.87%
3 Years
11.42%
5.03%
5 Years
—
11.30%
Since Inception
6.78%
15.74%
Fund Age
4 yrs 10 mo
7 yrs 5 mo
AUM
₹2.34 Cr
₹51.79 Cr
Alpha – 1 Year
7.82%
−5.73%
Alpha – 3 Years
−0.67%
−7.05%
Information Ratio – 3 Years
-0.04
-0.47
Volatility – 1 Year
21.44%
25.89%
Volatility – 3 Years
14.93%
20.56%
Beta – 1 Year
1.05
1.37
Beta – 3 Years
0.81
1.17
Sharpe Ratio – 1 Year
0.41
-0.24
Sharpe Ratio – 3 Years
0.50
0.08
Worst Rolling Year
3.84%
5.04%
Value at Worst Rolling Year
₹1.04 Cr
₹1.05 Cr
Deepest Drawdown
−16.40%
−31.48%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
24.17%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
M 6% · S 89%
Number of Stocks
19
35
Portfolio P/E
29.80
23.62
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%
Pradeep Metals Ltd · 9.56%
Cash & Cash Equivalent · 6.48%
Canara Robeco Asset Management Company Ltd · 6.41%
City Union Bank Ltd · 5.77%
Rajratan Global Wire Ltd · 5.22%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Financial Services · 23.68%
Automobile and Auto Components · 19.33%
Capital Goods · 14.47%
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%