Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
11.66%
19.55%
1 Year
12.54%
11.69%
3 Years
11.42%
15.46%
5 Years
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—
Since Inception
6.78%
23.05%
Fund Age
4 yrs 10 mo
3 yrs 4 mo
AUM
₹2.34 Cr
₹95.08 Cr
Alpha – 1 Year
7.82%
8.71%
Alpha – 3 Years
−0.67%
3.58%
Information Ratio – 3 Years
-0.04
0.52
Volatility – 1 Year
21.44%
27.25%
Volatility – 3 Years
14.93%
23.29%
Beta – 1 Year
1.05
1.44
Beta – 3 Years
0.81
1.22
Sharpe Ratio – 1 Year
0.41
0.33
Sharpe Ratio – 3 Years
0.50
0.66
Worst Rolling Year
3.84%
15.47%
Value at Worst Rolling Year
₹1.04 Cr
₹1.15 Cr
Deepest Drawdown
−16.40%
−32.01%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
17.67%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 46% · M 22% · S 27%
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Number of Stocks
19
—
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%
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
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Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%