Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Nippon - High Conviction Equity - HCEP
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Nippon - High Conviction Equity - HCEP
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.76%
3.27%
6 Months
11.66%
6.66%
1 Year
12.54%
7.95%
3 Years
11.42%
14.01%
5 Years
—
12.40%
Since Inception
6.78%
16.07%
Fund Age
4 yrs 10 mo
12 yrs 5 mo
AUM
₹2.34 Cr
₹27.98 Cr
Alpha – 1 Year
7.82%
3.23%
Alpha – 3 Years
−0.67%
1.92%
Information Ratio – 3 Years
-0.04
0.55
Volatility – 1 Year
21.44%
16.42%
Volatility – 3 Years
14.93%
14.36%
Beta – 1 Year
1.05
0.92
Beta – 3 Years
0.81
0.91
Sharpe Ratio – 1 Year
0.41
0.15
Sharpe Ratio – 3 Years
0.50
0.63
Worst Rolling Year
3.84%
-4.39%
Value at Worst Rolling Year
₹1.04 Cr
₹0.96 Cr
Deepest Drawdown
−16.40%
−17.36%
Recovery Period
37 days
532 days
1-Year Rolling Windows Positive
100.00%
97.43%
Median Rolling Year
9.56%
15.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 25% · M 6% · S 37%
Number of Stocks
19
30
Portfolio P/E
29.80
29.90
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%
Other Equity · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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%