Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.76%
1.47%
6 Months
11.66%
5.42%
1 Year
12.54%
9.64%
3 Years
11.42%
10.36%
5 Years
—
7.75%
Since Inception
6.78%
11.08%
Fund Age
4 yrs 10 mo
9 yrs 11 mo
AUM
₹2.34 Cr
₹66.05 Cr
Alpha – 1 Year
7.82%
9.99%
Alpha – 3 Years
−0.67%
1.36%
Information Ratio – 3 Years
-0.04
0.51
Volatility – 1 Year
21.44%
17.05%
Volatility – 3 Years
14.93%
14.23%
Beta – 1 Year
1.05
1.05
Beta – 3 Years
0.81
1.00
Sharpe Ratio – 1 Year
0.41
0.31
Sharpe Ratio – 3 Years
0.50
0.40
Worst Rolling Year
3.84%
0.57%
Value at Worst Rolling Year
₹1.04 Cr
₹1.01 Cr
Deepest Drawdown
−16.40%
−17.08%
Recovery Period
37 days
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
9.56%
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 84% · M 12%
Number of Stocks
19
23
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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
—
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
—