Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
SMC Global - Growth
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%
5.80%
6 Months
11.66%
20.03%
1 Year
12.54%
17.27%
3 Years
11.42%
12.81%
5 Years
—
11.98%
Since Inception
6.78%
14.70%
Fund Age
4 yrs 10 mo
6 yrs 10 mo
AUM
₹2.34 Cr
₹201.68 Cr
Alpha – 1 Year
7.82%
12.55%
Alpha – 3 Years
−0.67%
0.73%
Information Ratio – 3 Years
-0.04
0.15
Volatility – 1 Year
21.44%
22.73%
Volatility – 3 Years
14.93%
20.11%
Beta – 1 Year
1.05
1.17
Beta – 3 Years
0.81
1.13
Sharpe Ratio – 1 Year
0.41
0.58
Sharpe Ratio – 3 Years
0.50
0.44
Worst Rolling Year
3.84%
7.98%
Value at Worst Rolling Year
₹1.04 Cr
₹1.08 Cr
Deepest Drawdown
−16.40%
−25.65%
Recovery Period
37 days
520 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
16.09%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 38% · M 4% · S 49%
Number of Stocks
19
24
Portfolio P/E
29.80
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%