Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
11.66%
13.10%
1 Year
12.54%
18.11%
3 Years
11.42%
14.56%
5 Years
—
8.71%
Since Inception
6.78%
13.67%
Fund Age
4 yrs 10 mo
11 yrs 2 mo
AUM
₹2.34 Cr
₹138.06 Cr
Alpha – 1 Year
7.82%
18.46%
Alpha – 3 Years
−0.67%
5.57%
Information Ratio – 3 Years
-0.04
0.62
Volatility – 1 Year
21.44%
22.83%
Volatility – 3 Years
14.93%
16.72%
Beta – 1 Year
1.05
1.29
Beta – 3 Years
0.81
1.00
Sharpe Ratio – 1 Year
0.41
0.61
Sharpe Ratio – 3 Years
0.50
0.55
Worst Rolling Year
3.84%
-8.44%
Value at Worst Rolling Year
₹1.04 Cr
₹0.92 Cr
Deepest Drawdown
−16.40%
−17.10%
Recovery Period
37 days
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
9.56%
13.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 46% · M 22% · S 27%
L 38% · M 14% · S 45%
Number of Stocks
19
18
Portfolio P/E
29.80
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%