Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Unifi BCAD-2-BREAKOUT 20
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Unifi BCAD-2-BREAKOUT 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%
3.01%
6 Months
11.66%
9.93%
1 Year
12.54%
7.49%
3 Years
11.42%
9.34%
5 Years
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Since Inception
6.78%
11.87%
Fund Age
4 yrs 10 mo
4 yrs 7 mo
AUM
₹2.34 Cr
₹1,953.44 Cr
Alpha – 1 Year
7.82%
2.77%
Alpha – 3 Years
−0.67%
−2.75%
Information Ratio – 3 Years
-0.04
-0.26
Volatility – 1 Year
21.44%
19.15%
Volatility – 3 Years
14.93%
16.91%
Beta – 1 Year
1.05
1.06
Beta – 3 Years
0.81
1.03
Sharpe Ratio – 1 Year
0.41
0.19
Sharpe Ratio – 3 Years
0.50
0.30
Worst Rolling Year
3.84%
8.22%
Value at Worst Rolling Year
₹1.04 Cr
₹1.08 Cr
Deepest Drawdown
−16.40%
−20.91%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
12.78%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 46% · M 22% · S 27%
L 17% · M 8% · S 75%
Number of Stocks
19
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Portfolio P/E
29.80
23.80
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%
Redington Ltd
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
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
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
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