Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.76%
0.95%
6 Months
11.66%
11.98%
1 Year
12.54%
18.12%
3 Years
11.42%
18.24%
5 Years
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Since Inception
6.78%
20.21%
Fund Age
4 yrs 10 mo
4 yrs 8 mo
AUM
₹2.34 Cr
₹424.87 Cr
Alpha – 1 Year
7.82%
13.40%
Alpha – 3 Years
−0.67%
6.15%
Information Ratio – 3 Years
-0.04
0.85
Volatility – 1 Year
21.44%
22.44%
Volatility – 3 Years
14.93%
19.69%
Beta – 1 Year
1.05
1.22
Beta – 3 Years
0.81
1.10
Sharpe Ratio – 1 Year
0.41
0.61
Sharpe Ratio – 3 Years
0.50
0.80
Worst Rolling Year
3.84%
18.24%
Value at Worst Rolling Year
₹1.04 Cr
₹1.18 Cr
Deepest Drawdown
−16.40%
−25.57%
Recovery Period
37 days
337 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
24.33%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 46% · M 22% · S 27%
M 1% · S 89%
Number of Stocks
19
30
Portfolio P/E
29.80
23.45
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 · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Fixed Fee
2.00% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 0% / 0%