Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Sameeksha - Equity Fund
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%
−0.38%
6 Months
11.66%
11.48%
1 Year
12.54%
7.29%
3 Years
11.42%
16.29%
5 Years
—
16.45%
Since Inception
6.78%
20.67%
Fund Age
4 yrs 10 mo
10 yrs 4 mo
AUM
₹2.34 Cr
₹1,333.94 Cr
Alpha – 1 Year
7.82%
2.57%
Alpha – 3 Years
−0.67%
4.20%
Information Ratio – 3 Years
-0.04
0.52
Volatility – 1 Year
21.44%
21.33%
Volatility – 3 Years
14.93%
16.22%
Beta – 1 Year
1.05
1.18
Beta – 3 Years
0.81
0.93
Sharpe Ratio – 1 Year
0.41
0.18
Sharpe Ratio – 3 Years
0.50
0.69
Worst Rolling Year
3.84%
-0.52%
Value at Worst Rolling Year
₹1.04 Cr
₹0.99 Cr
Deepest Drawdown
−16.40%
−19.36%
Recovery Period
37 days
122 days
1-Year Rolling Windows Positive
100.00%
98.89%
Median Rolling Year
9.56%
25.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
—
Number of Stocks
19
50
Portfolio P/E
29.80
21.52
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%
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
—
Fixed Fee
2.00% / yr
0.05% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 0% / 0%