Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Omni Super Invest
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Omni Super Invest
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%
−0.18%
6 Months
11.66%
2.67%
1 Year
12.54%
—
3 Years
11.42%
—
5 Years
—
—
Since Inception
6.78%
2.93%
Fund Age
4 yrs 10 mo
8 mo
AUM
₹2.34 Cr
₹6.97 Cr
Alpha – 1 Year
7.82%
—
Alpha – 3 Years
−0.67%
—
Information Ratio – 3 Years
-0.04
—
Volatility – 1 Year
21.44%
—
Volatility – 3 Years
14.93%
—
Beta – 1 Year
1.05
—
Beta – 3 Years
0.81
—
Sharpe Ratio – 1 Year
0.41
—
Sharpe Ratio – 3 Years
0.50
—
Worst Rolling Year
3.84%
—
Value at Worst Rolling Year
₹1.04 Cr
—
Deepest Drawdown
−16.40%
—
Recovery Period
37 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
9.56%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 46% · M 22% · S 27%
L 28% · M 13% · S 33%
Number of Stocks
19
43
Portfolio P/E
29.80
11.34
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%
BHARAT Bond ETF - April 2033 · 10.00%
LIC MF Nifty 8-13 yr G-Sec ETF · 4.00%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.00%
Nippon India ETF Gold BeES · 3.00%
Jindal Stainless Ltd · 2.50%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Financial Services · 43.03%
Construction · 12.50%
Power · 11.56%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%