Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs ValueQuest - Growth
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
ValueQuest - Growth
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%
1.42%
6 Months
11.66%
31.94%
1 Year
12.54%
21.84%
3 Years
11.42%
17.21%
5 Years
—
16.75%
Since Inception
6.78%
18.18%
Fund Age
4 yrs 10 mo
13 yrs 5 mo
AUM
₹2.34 Cr
₹2,035.08 Cr
Alpha – 1 Year
7.82%
18.86%
Alpha – 3 Years
−0.67%
5.32%
Information Ratio – 3 Years
-0.04
0.50
Volatility – 1 Year
21.44%
24.29%
Volatility – 3 Years
14.93%
19.24%
Beta – 1 Year
1.05
1.15
Beta – 3 Years
0.81
1.04
Sharpe Ratio – 1 Year
0.41
0.70
Sharpe Ratio – 3 Years
0.50
0.65
Worst Rolling Year
3.84%
-15.08%
Value at Worst Rolling Year
₹1.04 Cr
₹0.85 Cr
Deepest Drawdown
−16.40%
−8.16%
Recovery Period
37 days
15 days
1-Year Rolling Windows Positive
100.00%
82.66%
Median Rolling Year
9.56%
25.54%
5-Year Rolling Windows Positive
—
96.08%
Market-Cap Mix
L 46% · M 22% · S 27%
L 23% · M 1% · S 69%
Number of Stocks
19
24
Portfolio P/E
29.80
—
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%
Acutaas Chemicals Ltd
Atlanta Electricals Ltd
Concord Biotech Ltd
Fujiyama Power Systems Ltd
Inventurus Knowledge Solutions Ltd
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / 1% / 1%