Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Phillip Ethical India Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Phillip Ethical India Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.76%
3.05%
6 Months
11.66%
16.92%
1 Year
12.54%
10.56%
3 Years
11.42%
6.67%
5 Years
—
7.52%
Since Inception
6.78%
10.84%
Fund Age
4 yrs 10 mo
8 yrs 8 mo
AUM
₹2.34 Cr
₹10.35 Cr
Alpha – 1 Year
7.82%
5.86%
Alpha – 3 Years
−0.67%
−4.55%
Information Ratio – 3 Years
-0.04
-0.70
Volatility – 1 Year
21.44%
20.12%
Volatility – 3 Years
14.93%
17.20%
Beta – 1 Year
1.05
1.04
Beta – 3 Years
0.81
0.98
Sharpe Ratio – 1 Year
0.41
0.33
Sharpe Ratio – 3 Years
0.50
0.11
Worst Rolling Year
3.84%
4.20%
Value at Worst Rolling Year
₹1.04 Cr
₹1.04 Cr
Deepest Drawdown
−16.40%
−24.72%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
14.71%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 14% · M 44% · S 40%
Number of Stocks
19
21
Portfolio P/E
29.80
51.26
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%
Uno Minda Ltd · 7.68%
Himadri Speciality Chemical Ltd · 6.68%
Coforge Ltd · 6.15%
Garware Hi Tech Films Ltd · 6.12%
KEI Industries Ltd · 5.84%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Capital Goods · 33.82%
Automobile and Auto Components · 17.29%
Chemicals · 17.05%
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%