Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Quest Investment Managers – Multi
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%
6.28%
6 Months
11.66%
16.32%
1 Year
12.54%
11.67%
3 Years
11.42%
19.26%
5 Years
—
13.96%
Since Inception
6.78%
16.00%
Fund Age
4 yrs 10 mo
12 yrs
AUM
₹2.34 Cr
₹725.3 Cr
Alpha – 1 Year
7.82%
6.95%
Alpha – 3 Years
−0.67%
7.18%
Information Ratio – 3 Years
-0.04
0.87
Volatility – 1 Year
21.44%
21.97%
Volatility – 3 Years
14.93%
19.77%
Beta – 1 Year
1.05
1.15
Beta – 3 Years
0.81
1.13
Sharpe Ratio – 1 Year
0.41
0.37
Sharpe Ratio – 3 Years
0.50
0.73
Worst Rolling Year
3.84%
-10.23%
Value at Worst Rolling Year
₹1.04 Cr
₹0.90 Cr
Deepest Drawdown
−16.40%
−25.02%
Recovery Period
37 days
525 days
1-Year Rolling Windows Positive
100.00%
93.09%
Median Rolling Year
9.56%
18.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 29% · M 26% · S 42%
Number of Stocks
19
34
Portfolio P/E
29.80
42.87
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%
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / 0% / 0%