Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs SRE - Shield
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
SRE - Shield
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%
−0.37%
6 Months
11.66%
3.64%
1 Year
12.54%
6.24%
3 Years
11.42%
9.36%
5 Years
—
8.05%
Since Inception
6.78%
9.66%
Fund Age
4 yrs 10 mo
8 yrs 3 mo
AUM
₹2.34 Cr
₹32.8 Cr
Alpha – 1 Year
7.82%
6.59%
Alpha – 3 Years
−0.67%
0.36%
Information Ratio – 3 Years
-0.04
0.14
Volatility – 1 Year
21.44%
18.27%
Volatility – 3 Years
14.93%
15.46%
Beta – 1 Year
1.05
1.08
Beta – 3 Years
0.81
1.07
Sharpe Ratio – 1 Year
0.41
0.15
Sharpe Ratio – 3 Years
0.50
0.34
Worst Rolling Year
3.84%
6.25%
Value at Worst Rolling Year
₹1.04 Cr
₹1.06 Cr
Deepest Drawdown
−16.40%
−22.11%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
12.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 58% · M 28% · S 8%
Number of Stocks
19
33
Portfolio P/E
29.80
33.81
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%
Bajaj Auto Ltd · 5.15%
Adani Ports & Special Economic Zone Ltd · 4.55%
Nippon India ETF Nifty PSU Bank BeES · 4.37%
Bosch Ltd · 4.35%
FSN E-Commerce Ventures Ltd · 4.11%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Financial Services · 22.40%
Automobile and Auto Components · 22.25%
Healthcare · 9.09%
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%