Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Purnartha Dynamic Midcap
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Purnartha Dynamic Midcap
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%
−0.54%
6 Months
11.66%
12.07%
1 Year
12.54%
11.66%
3 Years
11.42%
13.52%
5 Years
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Since Inception
6.78%
14.98%
Fund Age
4 yrs 10 mo
3 yrs 6 mo
AUM
₹2.34 Cr
₹447.27 Cr
Alpha – 1 Year
7.82%
6.94%
Alpha – 3 Years
−0.67%
1.43%
Information Ratio – 3 Years
-0.04
0.13
Volatility – 1 Year
21.44%
21.15%
Volatility – 3 Years
14.93%
18.85%
Beta – 1 Year
1.05
1.14
Beta – 3 Years
0.81
1.10
Sharpe Ratio – 1 Year
0.41
0.37
Sharpe Ratio – 3 Years
0.50
0.48
Worst Rolling Year
3.84%
10.55%
Value at Worst Rolling Year
₹1.04 Cr
₹1.11 Cr
Deepest Drawdown
−16.40%
−17.40%
Recovery Period
37 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
14.34%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 46% · M 22% · S 27%
L 28% · M 19% · S 29%
Number of Stocks
19
—
Portfolio P/E
29.80
33.83
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%
Lloyds Metals & Energy Ltd · 0.00%
Polycab India Ltd · 0.00%
Max Healthcare Institute Ltd · 0.00%
Ahluwalia Contracts (India) Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
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Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%