Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Right Horizons - Alliance
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%
1.80%
6 Months
11.66%
2.80%
1 Year
12.54%
4.89%
3 Years
11.42%
12.23%
5 Years
—
10.64%
Since Inception
6.78%
8.93%
Fund Age
4 yrs 10 mo
12 yrs
AUM
₹2.34 Cr
₹134.76 Cr
Alpha – 1 Year
7.82%
−1.08%
Alpha – 3 Years
−0.67%
1.34%
Information Ratio – 3 Years
-0.04
0.07
Volatility – 1 Year
21.44%
10.79%
Volatility – 3 Years
14.93%
9.62%
Beta – 1 Year
1.05
1.04
Beta – 3 Years
0.81
1.10
Sharpe Ratio – 1 Year
0.41
-0.01
Sharpe Ratio – 3 Years
0.50
0.69
Worst Rolling Year
3.84%
0.05%
Value at Worst Rolling Year
₹1.04 Cr
₹1.00 Cr
Deepest Drawdown
−16.40%
−11.50%
Recovery Period
37 days
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
9.56%
10.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 50% · M 11% · S 8%
Number of Stocks
19
33
Portfolio P/E
29.80
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.00% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / – / –