PMS · Equity · Multi Cap
ATLAS-MOMENTUM 20 PMS FUND
Fund size₹6 Cr
IRRSince inception3.71%
1Y return30.12%
Fund age2 yrs 3 mo
Fund Manager
Growth of₹Cr
ATLAS MOMENTUM 20 PMS
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| ATLAS MOMENTUM 20 PMS | 37.36% | 30.12% | −1.03% | — | — | 3.71% |
| Nifty 500 | −1.02% | 4.72% | −0.11% | — | — | 6.67% |
| Excess over benchmark | 38.38% | 25.40% | −0.92% | — | — | −2.96% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
27.23%
Benchmark approx 15.94%
A standard deviation reflecting historical swings.
Sensitivity
0.92
Beta vs benchmark 1.00 · 8% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.90
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −19.79%, and recovered on 05 May 2026.
Max drawdowns
−19.79%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | – | – | −19.79% | – | 05 May 2026 | – |
| Benchmark | 01 Sep 2025 | 30 Mar 2026 | −14.69% | 210 days | – | – |
Scheme
Peak–
Trough–
Depth−19.79%
Fell over–
Recovered05 May 2026
Recovery took–
Benchmark
Peak01 Sep 2025
Trough30 Mar 2026
Depth−14.69%
Fell over210 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
19
P/E ratio
82.14
P/B ratio
12.69
Dividend yield
0.25%
Avg market cap
₹6 Cr
Median market cap
₹30,558 Cr
Asset class
Equity
Market cap
Large cap
Mid cap18.14%
Small cap78.65%
Cash & others
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.
FixedPlan A · SimpleFixed Management Fee2.00% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Performance LinkedFixed Management FeeNone
Performance Fee15% of profit
Hurdle RateAbove 10%
Exit load 3.00% within 1 year, 2.00% within 2 years, nil after 3 years. Lock-in: Nil.
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