Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.76%
−0.04%
6 Months
11.66%
0.28%
1 Year
12.54%
2.14%
3 Years
11.42%
10.02%
5 Years
—
13.15%
Since Inception
6.78%
11.46%
Fund Age
4 yrs 10 mo
8 yrs 7 mo
AUM
₹2.34 Cr
₹585.94 Cr
Alpha – 1 Year
7.82%
2.49%
Alpha – 3 Years
−0.67%
1.02%
Information Ratio – 3 Years
-0.04
0.18
Volatility – 1 Year
21.44%
16.38%
Volatility – 3 Years
14.93%
14.42%
Beta – 1 Year
1.05
1.00
Beta – 3 Years
0.81
0.96
Sharpe Ratio – 1 Year
0.41
-0.13
Sharpe Ratio – 3 Years
0.50
0.38
Worst Rolling Year
3.84%
3.37%
Value at Worst Rolling Year
₹1.04 Cr
₹1.03 Cr
Deepest Drawdown
−16.40%
−17.04%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
18.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 65% · M 26% · S 8%
Number of Stocks
19
31
Portfolio P/E
29.80
22.71
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%
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
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%