Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Piper Serica Advisors - Leader 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%
3.10%
6 Months
11.66%
24.70%
1 Year
12.54%
21.80%
3 Years
11.42%
16.46%
5 Years
—
12.29%
Since Inception
6.78%
17.31%
Fund Age
4 yrs 10 mo
7 yrs 2 mo
AUM
₹2.34 Cr
₹328.39 Cr
Alpha – 1 Year
7.82%
22.15%
Alpha – 3 Years
−0.67%
7.46%
Information Ratio – 3 Years
-0.04
1.55
Volatility – 1 Year
21.44%
22.56%
Volatility – 3 Years
14.93%
18.01%
Beta – 1 Year
1.05
1.10
Beta – 3 Years
0.81
0.98
Sharpe Ratio – 1 Year
0.41
0.85
Sharpe Ratio – 3 Years
0.50
1.07
Worst Rolling Year
3.84%
7.49%
Value at Worst Rolling Year
₹1.04 Cr
₹1.07 Cr
Deepest Drawdown
−16.40%
−21.44%
Recovery Period
37 days
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
17.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
—
Number of Stocks
19
16
Portfolio P/E
29.80
—
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 1% / 1%