Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Wallfort-Ameya Fund
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Wallfort-Ameya Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.76%
9.87%
6 Months
11.66%
46.37%
1 Year
12.54%
29.61%
3 Years
11.42%
24.62%
5 Years
—
—
Since Inception
6.78%
39.89%
Fund Age
4 yrs 10 mo
20 mo
AUM
₹2.34 Cr
₹147.17 Cr
Alpha – 1 Year
7.82%
24.89%
Alpha – 3 Years
−0.67%
12.53%
Information Ratio – 3 Years
-0.04
—
Volatility – 1 Year
21.44%
25.97%
Volatility – 3 Years
14.93%
29.84%
Beta – 1 Year
1.05
1.03
Beta – 3 Years
0.81
—
Sharpe Ratio – 1 Year
0.41
0.92
Sharpe Ratio – 3 Years
0.50
1.29
Worst Rolling Year
3.84%
—
Value at Worst Rolling Year
₹1.04 Cr
—
Deepest Drawdown
−16.40%
−21.24%
Recovery Period
37 days
58 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
9.56%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 46% · M 22% · S 27%
—
Number of Stocks
19
—
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%
Zaggle Prepaid Ocean Services Ltd · 13.46%
Entero Healthcare Solutions Ltd · 9.96%
Borosil Ltd · 9.07%
Triveni Engineering and Industries Ltd · 8.92%
Rategain Travel Technologies Ltd · 7.62%
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
10% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%