Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Right Horizons - Alphabots India 100
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%
4.29%
6 Months
11.66%
2.17%
1 Year
12.54%
7.07%
3 Years
11.42%
15.12%
5 Years
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Since Inception
6.78%
19.80%
Fund Age
4 yrs 10 mo
7 yrs 3 mo
AUM
₹2.34 Cr
₹7.19 Cr
Alpha – 1 Year
7.82%
7.50%
Alpha – 3 Years
−0.67%
6.56%
Information Ratio – 3 Years
-0.04
1.22
Volatility – 1 Year
21.44%
19.38%
Volatility – 3 Years
14.93%
16.31%
Beta – 1 Year
1.05
1.18
Beta – 3 Years
0.81
1.13
Sharpe Ratio – 1 Year
0.41
0.17
Sharpe Ratio – 3 Years
0.50
0.62
Worst Rolling Year
3.84%
14.31%
Value at Worst Rolling Year
₹1.04 Cr
₹1.14 Cr
Deepest Drawdown
−16.40%
−17.66%
Recovery Period
37 days
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
16.29%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 46% · M 22% · S 27%
L 73% · M 25%
Number of Stocks
19
100
Portfolio P/E
29.80
27.01
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%
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
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% / –