Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Pelican PE fund
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Pelican PE fund
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%
−1.39%
6 Months
11.66%
−2.47%
1 Year
12.54%
1.15%
3 Years
11.42%
8.53%
5 Years
—
8.38%
Since Inception
6.78%
10.13%
Fund Age
4 yrs 10 mo
8 yrs 2 mo
AUM
₹2.34 Cr
₹52.94 Cr
Alpha – 1 Year
7.82%
1.50%
Alpha – 3 Years
−0.67%
−0.47%
Information Ratio – 3 Years
-0.04
-0.50
Volatility – 1 Year
21.44%
18.43%
Volatility – 3 Years
14.93%
14.27%
Beta – 1 Year
1.05
1.13
Beta – 3 Years
0.81
0.99
Sharpe Ratio – 1 Year
0.41
-0.13
Sharpe Ratio – 3 Years
0.50
0.15
Worst Rolling Year
3.84%
7.57%
Value at Worst Rolling Year
₹1.04 Cr
₹1.08 Cr
Deepest Drawdown
−16.40%
−16.90%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
12.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 64% · M 27% · S 1%
Number of Stocks
19
10
Portfolio P/E
29.80
46.08
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%
Motilal Oswal Nifty Midcap 100 ETF · 22.71%
Maruti Suzuki India Ltd · 10.81%
Nippon India ETF Nifty 50 BeES · 9.02%
Larsen & Toubro Ltd · 8.93%
Bajaj Finance Ltd · 8.55%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Financial Services · 25.99%
Automobile and Auto Components · 20.32%
Construction · 9.39%
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%