Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.76%
10.15%
6 Months
11.66%
31.39%
1 Year
12.54%
26.01%
3 Years
11.42%
19.28%
5 Years
—
23.67%
Since Inception
6.78%
28.23%
Fund Age
4 yrs 10 mo
5 yrs 4 mo
AUM
₹2.34 Cr
₹483.07 Cr
Alpha – 1 Year
7.82%
21.29%
Alpha – 3 Years
−0.67%
7.19%
Information Ratio – 3 Years
-0.04
0.38
Volatility – 1 Year
21.44%
27.77%
Volatility – 3 Years
14.93%
26.19%
Beta – 1 Year
1.05
1.29
Beta – 3 Years
0.81
1.20
Sharpe Ratio – 1 Year
0.41
0.78
Sharpe Ratio – 3 Years
0.50
0.61
Worst Rolling Year
3.84%
19.29%
Value at Worst Rolling Year
₹1.04 Cr
₹1.19 Cr
Deepest Drawdown
−16.40%
−32.66%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
33.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 12% · M 6% · S 81%
Number of Stocks
19
63
Portfolio P/E
29.80
62.66
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%
—
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%