Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Phillip Capital - Emerging India Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Phillip Capital - Emerging India Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.76%
3.88%
6 Months
11.66%
18.21%
1 Year
12.54%
11.44%
3 Years
11.42%
9.27%
5 Years
—
10.90%
Since Inception
6.78%
13.08%
Fund Age
4 yrs 10 mo
9 yrs
AUM
₹2.34 Cr
₹29.3 Cr
Alpha – 1 Year
7.82%
6.74%
Alpha – 3 Years
−0.67%
−1.95%
Information Ratio – 3 Years
-0.04
-0.21
Volatility – 1 Year
21.44%
23.26%
Volatility – 3 Years
14.93%
18.09%
Beta – 1 Year
1.05
1.21
Beta – 3 Years
0.81
0.98
Sharpe Ratio – 1 Year
0.41
0.35
Sharpe Ratio – 3 Years
0.50
0.32
Worst Rolling Year
3.84%
0.11%
Value at Worst Rolling Year
₹1.04 Cr
₹1.00 Cr
Deepest Drawdown
−16.40%
−21.53%
Recovery Period
37 days
436 days
1-Year Rolling Windows Positive
100.00%
99.73%
Median Rolling Year
9.56%
15.41%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 6% · M 32% · S 55%
Number of Stocks
19
23
Portfolio P/E
29.80
49.89
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%
Cash & Cash Equivalent · 6.95%
Coforge Ltd · 5.74%
Syrma SGS Technology Ltd · 4.69%
Vishnu Chemicals Ltd · 4.48%
Carysil Ltd · 4.45%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%