Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs True Beacon-Flexicap Fundamental Opportunities
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
True Beacon-Flexicap Fundamental Opportunities
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%
2.72%
6 Months
11.66%
15.01%
1 Year
12.54%
17.96%
3 Years
11.42%
17.24%
5 Years
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—
Since Inception
6.78%
18.03%
Fund Age
4 yrs 10 mo
3 yrs 4 mo
AUM
₹2.34 Cr
₹146.81 Cr
Alpha – 1 Year
7.82%
14.98%
Alpha – 3 Years
−0.67%
5.35%
Information Ratio – 3 Years
-0.04
0.78
Volatility – 1 Year
21.44%
19.01%
Volatility – 3 Years
14.93%
16.70%
Beta – 1 Year
1.05
1.02
Beta – 3 Years
0.81
0.99
Sharpe Ratio – 1 Year
0.41
0.68
Sharpe Ratio – 3 Years
0.50
0.72
Worst Rolling Year
3.84%
17.01%
Value at Worst Rolling Year
₹1.04 Cr
₹1.17 Cr
Deepest Drawdown
−16.40%
−19.00%
Recovery Period
37 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
17.57%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 46% · M 22% · S 27%
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Number of Stocks
19
50
Portfolio P/E
29.80
—
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%
ICICI Bank Ltd · 10.54%
SPR Auto Technologies Ltd · 7.76%
Stylam Industries Ltd · 6.55%
Pearl Global Industries Ltd · 6.42%
Nuvama Wealth Management Ltd · 6.34%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
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Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / 0% / 0%