Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Turtle Wealth -Growth Mantra
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%
9.22%
6 Months
11.66%
9.86%
1 Year
12.54%
32.16%
3 Years
11.42%
19.13%
5 Years
—
12.16%
Since Inception
6.78%
16.12%
Fund Age
4 yrs 10 mo
5 yrs 10 mo
AUM
₹2.34 Cr
₹170.31 Cr
Alpha – 1 Year
7.82%
27.44%
Alpha – 3 Years
−0.67%
7.04%
Information Ratio – 3 Years
-0.04
0.58
Volatility – 1 Year
21.44%
17.07%
Volatility – 3 Years
14.93%
17.73%
Beta – 1 Year
1.05
0.65
Beta – 3 Years
0.81
0.86
Sharpe Ratio – 1 Year
0.41
1.42
Sharpe Ratio – 3 Years
0.50
0.79
Worst Rolling Year
3.84%
0.71%
Value at Worst Rolling Year
₹1.04 Cr
₹1.01 Cr
Deepest Drawdown
−16.40%
−30.82%
Recovery Period
37 days
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
9.56%
14.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 11% · M 1% · S 72%
Number of Stocks
19
18
Portfolio P/E
29.80
52.74
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%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%