Business Today
Subscribe
Fuel PricesPMS TodayUS NewsIndiaWeatherBT ShortsNRIEducationElection
EY Business Today Hidden Gems 2026BT MindrushBT India 100
Search
Advertisement
Business News
pms
ATLAS - Multicap PMS Fund
ATLAS - Multicap PMS Fund

ATLAS - Multicap PMS Fund

  • Atlas Integrated Finance Ltd
  • Multi Cap AND Flexi Cap
  • 159
    Out of 175*
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age4 years, 10 months
0.12%
0.45%
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 28/02/2026)
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 (2.39%)
Allocation by Market Cap
Small Cap (23.22%)
Mid Cap (34.67%)
Large Cap (39.72%)
Sector Holdings
  • Metals & Mining30.41%
  • Fast Moving Consumer Goods14.84%
  • Construction Materials10.07%
  • Automobile and Auto Components8.41%
  • HealthCare8.19%
Stock Holdings
  • Steel Authority of India Ltd.12.03%
  • ACC Ltd10.07%
  • Hindalco Industries Ltd.9.62%
  • Jindal Steel Limited8.76%
  • Mahindra & Mahindra Ltd.8.41%

bt_logoPORTFOLIO MANAGERS

Nilesh Shah
  • Manager Rank159 Out of 175
    i
    Rank is based on 3-year return
  • Schemes Managed4
  • Total AUMUndisclosed
  • Highest Return In 1 Yr14.89%
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
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
110 Out of 263
Fixed Fee
2.00%
Scheme Return
1%
Benchmark Return
0.45%
ATLAS - Multicap PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
159 Out of 263
Fixed Fee
2.00%
Scheme Return
0.12%
Benchmark Return
0.45%
ATLAS - Midcap PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
50 Out of 58
Fixed Fee
2.00%
Scheme Return
-1.59%
Benchmark Return
0.45%
Envision Capital - India Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
247 Out of 263
Fixed Fee
No Option
Scheme Return
-2.31%
Benchmark Return
0.45%
*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 Feb, 2026)
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%
SUBSCRIBE TO
BUSINESS TODAY MAGAZINE
Subscribe Now
Already a subscriber?Login

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

BT Tv

Pradeep Gupta: Powereka is '42 years old company' with diesel gensets and renewable power verticals18:33Powerica IPO Deep Dive | Live With Management | Subscribe Or Skip?
Govt Clears ₹28,840 Cr UDAN Plan, IVFRT Extended | Big Cabinet Decisions7:11Govt Clears ₹28,840 Cr UDAN Plan, IVFRT Extended | Big Cabinet Decisions
MEA Randhir Jaiswal Briefs on PM Modi–Trump Talks, Pushes De-escalation in West Asia2:26MEA Randhir Jaiswal Briefs On PM Modi–Trump Talks, Pushes De-Escalation In West Asia
"This Is Not Our War": Raghav Chadha Flags ₹48 Lakh Crore Investor Loss Amid Market Shock4:32"This Is Not Our War": Raghav Chadha Flags ₹48 Lakh Crore Investor Loss Amid Market Shock
Indian Ships Safe, 50 Sailors Return: Govt Assures Amid Gulf Tensions, Ports Running Smoothly2:03Indian Ships Safe, 50 Sailors Return: Govt Assures Amid Gulf Tensions, Ports Running Smoothly
Chennai Youth Reveal Favourite Leaders; Jobs, Change And Real Issues Drive Their Choice4:03Chennai Youth Reveal Favourite Leaders; Jobs, Change And Real Issues Drive Their Choice
PM Modi Pushes Peace As West Asia War Heats Up, Pakistan Plays Mediator, Opposition Erupts3:40PM Modi Pushes Peace As West Asia War Heats Up, Pakistan Plays Mediator, Opposition Erupts
Finance Minister Announces Big Tax Relief: ITR Update, No Prosecution & More4:13Finance Minister Announces Big Tax Relief: ITR Update, No Prosecution & More
ATF Prices Double In A Month, Airfares Set To Surge From April 13:04ATF Prices Double In A Month, Airfares Set To Surge From April 1
War Pause, GDP Boost, Zomato-Swiggy Risks & IPL Mega Deals - Everything Hot Today | LIVE31:00War Pause, GDP Boost, Zomato-Swiggy Risks & IPL Mega Deals - Everything Hot Today | LIVE
View more

bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
ATLAS - Multicap PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category Rank
159 Out of 263
Fixed Fee
2.00%
Scheme Return
0.12%
Benchmark Return
0.45%
Equity Multi Cap
AUM (₹ Cr)
₹173.39 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 263
Fixed Fee
No Option
Scheme Return
11.21%
Benchmark Return
0.45%
Purnartha - Pratham Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10% or 5%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 263
Fixed Fee
No Option
Scheme Return
9.64%
Benchmark Return
0.45%
Purnartha - Vision Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10% or 5%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 263
Fixed Fee
No Option
Scheme Return
8.74%
Benchmark Return
0.45%
Motilal Oswal - Ethical Strategy
AUM (₹ Cr)
₹71.25 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 263
Fixed Fee
2.50%
Scheme Return
8.35%
Benchmark Return
0.45%
Emkay - ENVI
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 263
Fixed Fee
2.50%
Scheme Return
7.66%
Benchmark Return
0.45%
*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 68.85 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap and 1 Small And Mid Cap schemes.

AUM (₹ cr)

68.85 (As on Feb, 2026)

Number of Schemes

3
Schemes From This AMC
  • table
  • Grid
Compare
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
110 Out of 263
Fixed Fee
2.00%
Scheme Return
1%
Benchmark Return
0.45%
ATLAS - Multicap PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
159 Out of 263
Fixed Fee
2.00%
Scheme Return
0.12%
Benchmark Return
0.45%
ATLAS - Midcap PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
50 Out of 58
Fixed Fee
2.00%
Scheme Return
-1.59%
Benchmark Return
0.45%
*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.

bt_logoTop Stories