Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Right Horizons - All Seasons
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%
1.32%
6 Months
11.66%
3.83%
1 Year
12.54%
9.77%
3 Years
11.42%
13.19%
5 Years
—
12.01%
Since Inception
6.78%
14.38%
Fund Age
4 yrs 10 mo
6 yrs 8 mo
AUM
₹2.34 Cr
₹42.66 Cr
Alpha – 1 Year
7.82%
3.80%
Alpha – 3 Years
−0.67%
2.30%
Information Ratio – 3 Years
-0.04
0.23
Volatility – 1 Year
21.44%
15.84%
Volatility – 3 Years
14.93%
12.64%
Beta – 1 Year
1.05
1.56
Beta – 3 Years
0.81
1.48
Sharpe Ratio – 1 Year
0.41
0.32
Sharpe Ratio – 3 Years
0.50
0.70
Worst Rolling Year
3.84%
9.09%
Value at Worst Rolling Year
₹1.04 Cr
₹1.09 Cr
Deepest Drawdown
−16.40%
−15.18%
Recovery Period
37 days
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
15.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 37% · M 21% · S 27%
Number of Stocks
19
16
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 1% / 0%