Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Renaissance - Midcap 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%
3.30%
6 Months
11.66%
9.86%
1 Year
12.54%
0.86%
3 Years
11.42%
8.29%
5 Years
—
15.11%
Since Inception
6.78%
11.40%
Fund Age
4 yrs 10 mo
8 yrs 7 mo
AUM
₹2.34 Cr
₹119.22 Cr
Alpha – 1 Year
7.82%
1.21%
Alpha – 3 Years
−0.67%
−0.71%
Information Ratio – 3 Years
-0.04
-0.05
Volatility – 1 Year
21.44%
21.27%
Volatility – 3 Years
14.93%
19.22%
Beta – 1 Year
1.05
1.20
Beta – 3 Years
0.81
1.19
Sharpe Ratio – 1 Year
0.41
-0.10
Sharpe Ratio – 3 Years
0.50
0.25
Worst Rolling Year
3.84%
0.71%
Value at Worst Rolling Year
₹1.04 Cr
₹1.01 Cr
Deepest Drawdown
−16.40%
−29.07%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.76%
Median Rolling Year
9.56%
19.48%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 2% · M 52% · S 44%
Number of Stocks
19
33
Portfolio P/E
29.80
31.12
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%
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / 1% / 0%