Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.76%
2.20%
6 Months
11.66%
6.00%
1 Year
12.54%
4.90%
3 Years
11.42%
18.50%
5 Years
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Since Inception
6.78%
16.60%
Fund Age
4 yrs 10 mo
3 yrs
AUM
₹2.34 Cr
₹209.72 Cr
Alpha – 1 Year
7.82%
0.20%
Alpha – 3 Years
−0.67%
6.40%
Information Ratio – 3 Years
-0.04
1.16
Volatility – 1 Year
21.44%
19.79%
Volatility – 3 Years
14.93%
17.07%
Beta – 1 Year
1.05
1.06
Beta – 3 Years
0.81
1.05
Sharpe Ratio – 1 Year
0.41
0.07
Sharpe Ratio – 3 Years
0.50
0.81
Worst Rolling Year
3.84%
18.52%
Value at Worst Rolling Year
₹1.04 Cr
₹1.19 Cr
Deepest Drawdown
−16.40%
−19.68%
Recovery Period
37 days
230 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
18.77%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 46% · M 22% · S 27%
L 67% · M 33%
Number of Stocks
19
24
Portfolio P/E
29.80
40.00
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%
Polycab India Ltd · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%