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ATLAS - Multicap PMS Fund
ATLAS - Multicap PMS Fund

ATLAS - Multicap PMS Fund

  • Atlas Integrated Finance Ltd
  • Multi Cap AND Flexi Cap
  • 157
    Out of 168*
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Portfolio age4 years, 6 months
1.25%
4.27%
Hurdle Rate**Nil
Fixed fee2.00%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (0.89%)
Allocation by Market Cap
Small Cap (21%)
Mid Cap (28.37%)
Large Cap (49.74%)
Sector Holdings
  • Metals & Mining25.11%
  • Fast Moving Consumer Goods18.64%
  • Healthcare8.76%
  • Automobile and Auto Components8.25%
  • Financial Services8.15%
Stock Holdings
  • Steel Authority of India Ltd.9.2%
  • Hindalco Industries Ltd.8.55%
  • Mahindra & Mahindra Ltd.8.25%
  • Tata Consumer Products Limited7.58%
  • GlaxoSmithkline Pharmaceuticals Ltd.7.45%

bt_logoPORTFOLIO MANAGERS

Nilesh Shah
  • Manager Rank157 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed4
  • Total AUMUndisclosed
  • Highest Return In 1 Yr5.21%
Profile

He is a Founder & Managing Director of Atlas Integrated Finance Ltd. He holds a B.E. in Electrical from V.J.T.I. & D.A.M. from Jamnalal Bajaj Institute Of Management Studies.

Other Schemes
  • table
  • Grid
Compare
Envision Capital - India Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
64 Out of 251
Fixed Fee
No Option
Scheme Return
4.62%
Benchmark Return
4.27%
ATLAS - Midcap PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
35 Out of 53
Fixed Fee
2.00%
Scheme Return
2.82%
Benchmark Return
4.27%
ATLAS - Multicap PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
234 Out of 251
Fixed Fee
2.00%
Scheme Return
1.25%
Benchmark Return
4.27%
Debt Equity Hybrid PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
250 Out of 251
Fixed Fee
2.00%
Scheme Return
-0.99%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Oct, 2025)
Inception Date
May 14, 2021
Min. Investment
₹50 Lacs
SIP Option
Available
STP Option
Available
Exit Load
Exit load is 3.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.00%
Variable Fee
Nil
Hurdle Rate
Nil
Profit Sharing
Return Generated % Profit Sharing Initial Return up to 20% p. a. on the Capital Contribution NIL Return in excess of 20%p. a. on the Capital Contribution 20%
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bt_logoINVESTMENT PHILOSOPHY

Objective

Objective is to outperform the benchmark across market cycles largely by maintaining a diversified portfolio by investing in a basket of predominantly large cap stocks without undue concentration on a particular sector or stock

Investment Approach

An open-ended dynamic equity scheme investing across large-cap, mid-cap and small-cap stocks

bt_logoCalculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
ATLAS - Multicap PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category Rank
234 Out of 251
Fixed Fee
2.00%
Scheme Return
1.25%
Benchmark Return
4.27%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Atlas Integrated Finance Ltd
Atlas Integrated Finance Ltd manages assets worth Rs 66.51 crores. Its current offering of PMS schemes includes 1 Small And Mid Cap and 2 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

66.51 (As on Oct, 2025)

Number of Schemes

3
Schemes From This AMC
  • table
  • Grid
Compare
ATLAS - Midcap PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
35 Out of 53
Fixed Fee
2.00%
Scheme Return
2.82%
Benchmark Return
4.27%
ATLAS - Multicap PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
234 Out of 251
Fixed Fee
2.00%
Scheme Return
1.25%
Benchmark Return
4.27%
Debt Equity Hybrid PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
250 Out of 251
Fixed Fee
2.00%
Scheme Return
-0.99%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of ATLAS - Multicap PMS Fund?
The hurdle rate of ATLAS - Multicap PMS Fund is Nil.
What is the fixed fee charged in ATLAS - Multicap PMS Fund ?
The fixed fee charged in ATLAS - Multicap PMS Fund is 2.00%.
What is the variable fee charged in ATLAS - Multicap PMS Fund ?
The variable fee charged in ATLAS - Multicap PMS Fund is Nil.
What is the profit sharing in ATLAS - Multicap PMS Fund ?
The profit sharing in ATLAS - Multicap PMS Fund is Return Generated % Profit Sharing Initial Return up to 20% p. a. on the Capital Contribution NIL Return in excess of 20%p. a. on the Capital Contribution 20%.
What is the minimum investment in ATLAS - Multicap PMS Fund ?
The minimum investment in ATLAS - Multicap PMS Fund is ₹50 Lacs
What type of scheme is ATLAS - Multicap PMS Fund?
ATLAS - Multicap PMS Fund is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of ATLAS - Multicap PMS Fund?
The inception date of ATLAS - Multicap PMS Fund is May 14, 2021.
What is the exit load of ATLAS - Multicap PMS Fund?
Exit load is 3.00% if redeemed in 0-1 year, 0% thereafter.

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