Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Valtrust Momentum
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Valtrust Momentum
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%
4.78%
6 Months
11.66%
15.08%
1 Year
12.54%
13.63%
3 Years
11.42%
16.91%
5 Years
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Since Inception
6.78%
23.12%
Fund Age
4 yrs 10 mo
3 yrs 7 mo
AUM
₹2.34 Cr
₹78.91 Cr
Alpha – 1 Year
7.82%
8.91%
Alpha – 3 Years
−0.67%
4.82%
Information Ratio – 3 Years
-0.04
0.40
Volatility – 1 Year
21.44%
20.25%
Volatility – 3 Years
14.93%
21.43%
Beta – 1 Year
1.05
1.06
Beta – 3 Years
0.81
1.18
Sharpe Ratio – 1 Year
0.41
0.47
Sharpe Ratio – 3 Years
0.50
0.59
Worst Rolling Year
3.84%
15.66%
Value at Worst Rolling Year
₹1.04 Cr
₹1.16 Cr
Deepest Drawdown
−16.40%
−29.56%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
19.72%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 46% · M 22% · S 27%
L 15% · M 30% · S 55%
Number of Stocks
19
30
Portfolio P/E
29.80
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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%
Acutaas Chemicals Ltd · 6.35%
Laurus Labs Ltd · 4.95%
Strides Pharma Science Ltd · 4.42%
Bharat Forge Ltd · 4.09%
Hitachi Energy India Ltd · 4.05%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Financial Services · 27.01%
Healthcare · 18.85%
Capital Goods · 18.17%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%