Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs SBI AEON ALPHA PMS
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
SBI AEON ALPHA PMS
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%
0.41%
6 Months
11.66%
20.81%
1 Year
12.54%
15.63%
3 Years
11.42%
13.76%
5 Years
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—
Since Inception
6.78%
14.77%
Fund Age
4 yrs 10 mo
4 yrs 6 mo
AUM
₹2.34 Cr
₹751.68 Cr
Alpha – 1 Year
7.82%
16.06%
Alpha – 3 Years
−0.67%
5.19%
Information Ratio – 3 Years
-0.04
0.25
Volatility – 1 Year
21.44%
18.90%
Volatility – 3 Years
14.93%
16.75%
Beta – 1 Year
1.05
0.89
Beta – 3 Years
0.81
0.79
Sharpe Ratio – 1 Year
0.41
0.57
Sharpe Ratio – 3 Years
0.50
0.53
Worst Rolling Year
3.84%
13.60%
Value at Worst Rolling Year
₹1.04 Cr
₹1.14 Cr
Deepest Drawdown
−16.40%
−21.60%
Recovery Period
37 days
476 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
15.94%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 46% · M 22% · S 27%
L 16% · M 11% · S 70%
Number of Stocks
19
—
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%
Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
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Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / 0% / 0%