Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs NJ - Multicap
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
NJ - Multicap
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%
2.92%
6 Months
11.66%
8.20%
1 Year
12.54%
15.48%
3 Years
11.42%
18.05%
5 Years
—
15.54%
Since Inception
6.78%
14.61%
Fund Age
4 yrs 10 mo
10 yrs 4 mo
AUM
₹2.34 Cr
₹747.6 Cr
Alpha – 1 Year
7.82%
15.83%
Alpha – 3 Years
−0.67%
9.06%
Information Ratio – 3 Years
-0.04
0.72
Volatility – 1 Year
21.44%
18.67%
Volatility – 3 Years
14.93%
21.45%
Beta – 1 Year
1.05
1.12
Beta – 3 Years
0.81
1.31
Sharpe Ratio – 1 Year
0.41
0.58
Sharpe Ratio – 3 Years
0.50
0.64
Worst Rolling Year
3.84%
-13.89%
Value at Worst Rolling Year
₹1.04 Cr
₹0.86 Cr
Deepest Drawdown
−16.40%
−30.97%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
77.45%
Median Rolling Year
9.56%
21.11%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 35% · M 50% · S 14%
Number of Stocks
19
25
Portfolio P/E
29.80
31.22
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%
Laurus Labs Ltd · 5.74%
Bharat Forge Ltd · 5.63%
Bharat Electronics Ltd · 5.04%
Navin Fluorine International Ltd · 4.96%
Radico Khaitan Ltd · 4.69%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Financial Services · 33.34%
Automobile and Auto Components · 21.64%
Healthcare · 13.06%
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%