Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Samvitti-PMS Long Term Growth
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Samvitti-PMS Long Term Growth
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%
7.49%
6 Months
11.66%
27.88%
1 Year
12.54%
29.03%
3 Years
11.42%
18.18%
5 Years
—
15.45%
Since Inception
6.78%
16.74%
Fund Age
4 yrs 10 mo
10 yrs 9 mo
AUM
₹2.34 Cr
₹245.99 Cr
Alpha – 1 Year
7.82%
24.31%
Alpha – 3 Years
−0.67%
6.09%
Information Ratio – 3 Years
-0.04
0.49
Volatility – 1 Year
21.44%
21.97%
Volatility – 3 Years
14.93%
17.89%
Beta – 1 Year
1.05
1.05
Beta – 3 Years
0.81
0.93
Sharpe Ratio – 1 Year
0.41
1.03
Sharpe Ratio – 3 Years
0.50
0.70
Worst Rolling Year
3.84%
1.53%
Value at Worst Rolling Year
₹1.04 Cr
₹1.02 Cr
Deepest Drawdown
−16.40%
−20.27%
Recovery Period
37 days
205 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 36% · M 27% · S 36%
Number of Stocks
19
44
Portfolio P/E
29.80
69.76
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%
TD Power Systems Ltd · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Capital Goods · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
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%