Portfolio Management Services (PMS)Compare Schemes
ATLAS - Multicap PMS Fund vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
ATLAS - Multicap PMS Fund
Wright Factor Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.76%
10.96%
6 Months
11.66%
14.84%
1 Year
12.54%
16.93%
3 Years
11.42%
—
5 Years
—
—
Since Inception
6.78%
20.33%
Fund Age
4 yrs 10 mo
3 yrs
AUM
₹2.34 Cr
₹214.05 Cr
Alpha – 1 Year
7.82%
12.21%
Alpha – 3 Years
−0.67%
—
Information Ratio – 3 Years
-0.04
0.51
Volatility – 1 Year
21.44%
22.29%
Volatility – 3 Years
14.93%
21.03%
Beta – 1 Year
1.05
0.97
Beta – 3 Years
0.81
0.97
Sharpe Ratio – 1 Year
0.41
0.57
Sharpe Ratio – 3 Years
0.50
0.72
Worst Rolling Year
3.84%
18.92%
Value at Worst Rolling Year
₹1.04 Cr
₹1.19 Cr
Deepest Drawdown
−16.40%
−27.91%
Recovery Period
37 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.56%
19.26%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 46% · M 22% · S 27%
L 12% · M 21% · S 55%
Number of Stocks
19
25
Portfolio P/E
29.80
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
—
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%