Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs QED Capital - Alphabets
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
QED Capital - Alphabets
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%
4.25%
6 Months
11.66%
7.44%
1 Year
12.54%
14.27%
3 Years
11.42%
13.32%
5 Years
—
10.94%
Since Inception
6.78%
15.43%
Fund Age
4 yrs 10 mo
5 yrs 4 mo
AUM
₹2.34 Cr
₹21.45 Cr
Alpha – 1 Year
7.82%
9.55%
Alpha – 3 Years
−0.67%
1.23%
Information Ratio – 3 Years
-0.04
0.37
Volatility – 1 Year
21.44%
12.68%
Volatility – 3 Years
14.93%
17.36%
Beta – 1 Year
1.05
0.58
Beta – 3 Years
0.81
0.73
Sharpe Ratio – 1 Year
0.41
0.70
Sharpe Ratio – 3 Years
0.50
0.70
Worst Rolling Year
3.84%
12.64%
Value at Worst Rolling Year
₹1.04 Cr
₹1.13 Cr
Deepest Drawdown
−16.40%
−26.06%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
17.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 7% · M 28% · S 62%
Number of Stocks
19
—
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%
Syrma SGS Technology Ltd · 6.39%
Apar Industries Ltd · 5.62%
Karur Vysya Bank Ltd · 5.55%
Federal Bank Ltd · 5.48%
Cummins India Ltd · 5.31%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%