Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Unifi Blended - Rangoli
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%
3.17%
6 Months
11.66%
10.91%
1 Year
12.54%
10.45%
3 Years
11.42%
10.60%
5 Years
—
10.74%
Since Inception
6.78%
18.07%
Fund Age
4 yrs 10 mo
9 yrs 2 mo
AUM
₹2.34 Cr
₹11,464.61 Cr
Alpha – 1 Year
7.82%
5.73%
Alpha – 3 Years
−0.67%
−1.49%
Information Ratio – 3 Years
-0.04
-0.11
Volatility – 1 Year
21.44%
18.78%
Volatility – 3 Years
14.93%
16.83%
Beta – 1 Year
1.05
1.04
Beta – 3 Years
0.81
1.02
Sharpe Ratio – 1 Year
0.41
0.34
Sharpe Ratio – 3 Years
0.50
0.37
Worst Rolling Year
3.84%
4.89%
Value at Worst Rolling Year
₹1.04 Cr
₹1.05 Cr
Deepest Drawdown
−16.40%
−19.94%
Recovery Period
37 days
153 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
19.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 24% · M 11% · S 66%
Number of Stocks
19
—
Portfolio P/E
29.80
21.80
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
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
—
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%