Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.76%
7.48%
6 Months
11.66%
9.42%
1 Year
12.54%
28.25%
3 Years
11.42%
18.47%
5 Years
—
21.31%
Since Inception
6.78%
21.69%
Fund Age
4 yrs 10 mo
5 yrs
AUM
₹2.34 Cr
₹79.02 Cr
Alpha – 1 Year
7.82%
23.53%
Alpha – 3 Years
−0.67%
6.38%
Information Ratio – 3 Years
-0.04
0.27
Volatility – 1 Year
21.44%
18.12%
Volatility – 3 Years
14.93%
27.25%
Beta – 1 Year
1.05
0.87
Beta – 3 Years
0.81
0.86
Sharpe Ratio – 1 Year
0.41
1.18
Sharpe Ratio – 3 Years
0.50
0.56
Worst Rolling Year
3.84%
15.67%
Value at Worst Rolling Year
₹1.04 Cr
₹1.16 Cr
Deepest Drawdown
−16.40%
−30.64%
Recovery Period
37 days
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
25.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 10% · M 9% · S 69%
Number of Stocks
19
34
Portfolio P/E
29.80
57.02
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 · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
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%