Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Tcg India Investment Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.76%
4.64%
6 Months
11.66%
20.32%
1 Year
12.54%
29.93%
3 Years
11.42%
—
5 Years
—
—
Since Inception
6.78%
15.24%
Fund Age
4 yrs 10 mo
1 yr 9 mo
AUM
₹2.34 Cr
₹3.17 Cr
Alpha – 1 Year
7.82%
25.21%
Alpha – 3 Years
−0.67%
—
Information Ratio – 3 Years
-0.04
—
Volatility – 1 Year
21.44%
24.54%
Volatility – 3 Years
14.93%
—
Beta – 1 Year
1.05
1.19
Beta – 3 Years
0.81
—
Sharpe Ratio – 1 Year
0.41
0.97
Sharpe Ratio – 3 Years
0.50
—
Worst Rolling Year
3.84%
—
Value at Worst Rolling Year
₹1.04 Cr
—
Deepest Drawdown
−16.40%
−12.48%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
9.56%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 46% · M 22% · S 27%
L 28% · M 19% · S 50%
Number of Stocks
19
36
Portfolio P/E
29.80
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / – / –