Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Turtle Wealth -Wealth 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%
4.93%
6 Months
11.66%
2.72%
1 Year
12.54%
22.88%
3 Years
11.42%
20.47%
5 Years
—
15.12%
Since Inception
6.78%
17.02%
Fund Age
4 yrs 10 mo
6 yrs 11 mo
AUM
₹2.34 Cr
₹261.05 Cr
Alpha – 1 Year
7.82%
18.16%
Alpha – 3 Years
−0.67%
8.38%
Information Ratio – 3 Years
-0.04
0.98
Volatility – 1 Year
21.44%
17.62%
Volatility – 3 Years
14.93%
15.64%
Beta – 1 Year
1.05
0.83
Beta – 3 Years
0.81
0.87
Sharpe Ratio – 1 Year
0.41
0.97
Sharpe Ratio – 3 Years
0.50
0.94
Worst Rolling Year
3.84%
7.22%
Value at Worst Rolling Year
₹1.04 Cr
₹1.07 Cr
Deepest Drawdown
−16.40%
−19.96%
Recovery Period
37 days
189 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
19.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 28% · M 19% · S 43%
Number of Stocks
19
18
Portfolio P/E
29.80
63.91
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 · 11.94%
Nippon Life India Asset Management Ltd · 6.99%
Titan Company Ltd · 6.68%
Syrma SGS Technology Ltd · 6.57%
Apollo Hospitals Enterprise Ltd · 6.27%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
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%