PMS · Equity · Multi Cap
ATLAS - Multicap PMS Fund
Fund size₹2 Cr
Alpha (3Y)1.44%
3Y return11.42%
Fund age4 yrs 10 mo
Fund Manager
Growth of₹Cr
ATLAS Multicap PMS
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| ATLAS Multicap PMS | 10.55% | 12.54% | 5.39% | 11.42% | — | 6.78% |
| Nifty 500 | −1.02% | 4.72% | −0.11% | 12.09% | — | 10.18% |
| Excess over benchmark | 11.57% | 7.82% | 5.50% | −0.67% | — | −3.40% |
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
14.93%
Benchmark approx 14.86%
A standard deviation reflecting historical swings.
Sensitivity
0.81
Beta vs benchmark 1.00 · 19% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.50
Sharpe
Excess return gained per unit of volatility.
Capture ratio
72 / 45
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −16.40% from its 29 Jun 2025 peak to a 31 Mar 2026 trough, and recovered on 07 May 2026 after 37 days.
Max drawdowns
−16.40%
Recovery period
37 days
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 29 Jun 2025 | 31 Mar 2026 | −16.40% | 275 days | 07 May 2026 | 37 days |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak29 Jun 2025
Trough31 Mar 2026
Depth−16.40%
Fell over275 days
Recovered07 May 2026
Recovery took37 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 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 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
19
P/E ratio
29.80
P/B ratio
3.32
Dividend yield
0.34%
Avg market cap
₹4.05 L Cr
Median market cap
₹88,095 Cr
Asset class
Equity
Market cap
Large cap46.35%
Mid cap22.35%
Small cap27.13%
Cash & others4.17%
As on 31 Aug 2026
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. Both cost the same at a −90.00% gross return.
FixedPlan A · SimpleFixed Management Fee2.00% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upsideFixed Management Fee20.00% / yr
Performance Fee20% of profit
Hurdle RateNot applicable
Exit load 3.00% within 1 year, 2.00% within 2 years, nil after 3 years. Lock-in: Nil.
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