Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
SBI MF - ESG Portfolio
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%
2.26%
6 Months
11.66%
18.40%
1 Year
12.54%
9.21%
3 Years
11.42%
13.13%
5 Years
—
13.39%
Since Inception
6.78%
14.83%
Fund Age
4 yrs 10 mo
10 yrs
AUM
₹2.34 Cr
₹666.2 Cr
Alpha – 1 Year
7.82%
9.64%
Alpha – 3 Years
−0.67%
4.56%
Information Ratio – 3 Years
-0.04
0.38
Volatility – 1 Year
21.44%
18.95%
Volatility – 3 Years
14.93%
16.01%
Beta – 1 Year
1.05
0.98
Beta – 3 Years
0.81
0.90
Sharpe Ratio – 1 Year
0.41
0.27
Sharpe Ratio – 3 Years
0.50
0.52
Worst Rolling Year
3.84%
-3.31%
Value at Worst Rolling Year
₹1.04 Cr
₹0.97 Cr
Deepest Drawdown
−16.40%
−20.80%
Recovery Period
37 days
109 days
1-Year Rolling Windows Positive
100.00%
96.71%
Median Rolling Year
9.56%
17.72%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 13% · M 17% · S 66%
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 · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
—
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%