Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Tenet Portfolio (previously known as ABC Equity Portfolio)
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%
−0.27%
6 Months
11.66%
−1.47%
1 Year
12.54%
6.66%
3 Years
11.42%
11.29%
5 Years
—
13.68%
Since Inception
6.78%
15.03%
Fund Age
4 yrs 10 mo
5 yrs 7 mo
AUM
₹2.34 Cr
₹138.83 Cr
Alpha – 1 Year
7.82%
7.01%
Alpha – 3 Years
−0.67%
2.30%
Information Ratio – 3 Years
-0.04
0.23
Volatility – 1 Year
21.44%
16.50%
Volatility – 3 Years
14.93%
16.10%
Beta – 1 Year
1.05
0.93
Beta – 3 Years
0.81
0.99
Sharpe Ratio – 1 Year
0.41
0.15
Sharpe Ratio – 3 Years
0.50
0.41
Worst Rolling Year
3.84%
11.25%
Value at Worst Rolling Year
₹1.04 Cr
₹1.11 Cr
Deepest Drawdown
−16.40%
−21.42%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
17.75%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
—
Number of Stocks
19
18
Portfolio P/E
29.80
32.00
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%
Other Equities · 51.02%
Cash & Cash Equivalent · 10.12%
Reliance Industries Ltd · 7.98%
DLF Ltd · 7.90%
Larsen & Toubro Ltd · 7.74%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%