Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Scient - Aries
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Scient - Aries
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.76%
−0.96%
6 Months
11.66%
−5.85%
1 Year
12.54%
1.08%
3 Years
11.42%
1.92%
5 Years
—
1.54%
Since Inception
6.78%
4.73%
Fund Age
4 yrs 10 mo
9 yrs 11 mo
AUM
₹2.34 Cr
₹4.85 Cr
Alpha – 1 Year
7.82%
−8.50%
Alpha – 3 Years
−0.67%
−7.97%
Information Ratio – 3 Years
-0.04
—
Volatility – 1 Year
21.44%
9.90%
Volatility – 3 Years
14.93%
26.17%
Beta – 1 Year
1.05
—
Beta – 3 Years
0.81
—
Sharpe Ratio – 1 Year
0.41
-0.53
Sharpe Ratio – 3 Years
0.50
0.01
Worst Rolling Year
3.84%
2.80%
Value at Worst Rolling Year
₹1.04 Cr
₹1.03 Cr
Deepest Drawdown
−16.40%
−28.72%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
12.18%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
—
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%
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
—
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / 0% / 0%