Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.76%
3.93%
6 Months
11.66%
25.32%
1 Year
12.54%
18.21%
3 Years
11.42%
32.70%
5 Years
—
23.63%
Since Inception
6.78%
28.38%
Fund Age
4 yrs 10 mo
7 yrs 10 mo
AUM
₹2.34 Cr
₹8,686.39 Cr
Alpha – 1 Year
7.82%
13.49%
Alpha – 3 Years
−0.67%
20.61%
Information Ratio – 3 Years
-0.04
1.92
Volatility – 1 Year
21.44%
22.97%
Volatility – 3 Years
14.93%
19.40%
Beta – 1 Year
1.05
1.12
Beta – 3 Years
0.81
0.98
Sharpe Ratio – 1 Year
0.41
0.61
Sharpe Ratio – 3 Years
0.50
1.30
Worst Rolling Year
3.84%
17.00%
Value at Worst Rolling Year
₹1.04 Cr
₹1.17 Cr
Deepest Drawdown
−16.40%
−22.23%
Recovery Period
37 days
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
30.47%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 37% · M 30% · S 25%
Number of Stocks
19
43
Portfolio P/E
29.80
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 0% / 0%