Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Unifi APJ 20*
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%
3.07%
6 Months
11.66%
13.63%
1 Year
12.54%
10.76%
3 Years
11.42%
13.00%
5 Years
—
13.13%
Since Inception
6.78%
20.07%
Fund Age
4 yrs 10 mo
10 yrs 11 mo
AUM
₹2.34 Cr
₹942.94 Cr
Alpha – 1 Year
7.82%
6.04%
Alpha – 3 Years
−0.67%
0.91%
Information Ratio – 3 Years
-0.04
0.27
Volatility – 1 Year
21.44%
18.61%
Volatility – 3 Years
14.93%
17.55%
Beta – 1 Year
1.05
1.02
Beta – 3 Years
0.81
1.01
Sharpe Ratio – 1 Year
0.41
0.35
Sharpe Ratio – 3 Years
0.50
0.49
Worst Rolling Year
3.84%
-10.32%
Value at Worst Rolling Year
₹1.04 Cr
₹0.90 Cr
Deepest Drawdown
−16.40%
−17.59%
Recovery Period
37 days
518 days
1-Year Rolling Windows Positive
100.00%
95.82%
Median Rolling Year
9.56%
19.87%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 15% · M 3% · S 82%
Number of Stocks
19
—
Portfolio P/E
29.80
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
—
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
—