Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Solidarity Advisors - Prudence
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.76%
8.45%
6 Months
11.66%
29.49%
1 Year
12.54%
37.09%
3 Years
11.42%
18.49%
5 Years
—
12.39%
Since Inception
6.78%
18.64%
Fund Age
4 yrs 10 mo
10 yrs 3 mo
AUM
₹2.34 Cr
₹1,760.35 Cr
Alpha – 1 Year
7.82%
32.37%
Alpha – 3 Years
−0.67%
6.40%
Information Ratio – 3 Years
-0.04
0.52
Volatility – 1 Year
21.44%
25.02%
Volatility – 3 Years
14.93%
18.27%
Beta – 1 Year
1.05
1.22
Beta – 3 Years
0.81
0.89
Sharpe Ratio – 1 Year
0.41
1.18
Sharpe Ratio – 3 Years
0.50
0.74
Worst Rolling Year
3.84%
-0.28%
Value at Worst Rolling Year
₹1.04 Cr
₹1.00 Cr
Deepest Drawdown
−16.40%
−13.15%
Recovery Period
37 days
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
9.56%
16.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 11% · S 71%
Number of Stocks
19
13
Portfolio P/E
29.80
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%