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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
  • 168
    Out of 173*
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Portfolio age4 years, 7 months
-1.36%
0.96%
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 30/11/2025)
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 (3.19%)
Allocation by Market Cap
Small Cap (17.69%)
Mid Cap (28.12%)
Large Cap (51%)
Sector Holdings
  • Metals & Mining24.76%
  • Fast Moving Consumer Goods18.78%
  • Automobile and Auto Components9.01%
  • Healthcare8.75%
  • Financial Services8.45%
Stock Holdings
  • Steel Authority of India Ltd.9.19%
  • Mahindra & Mahindra Ltd.9.01%
  • Hindalco Industries Ltd.8.26%
  • Tata Consumer Products Limited7.74%
  • GlaxoSmithkline Pharmaceuticals Ltd.7.41%

bt_logoPORTFOLIO MANAGERS

Nilesh Shah
  • Manager Rank168 Out of 173
    i
    Rank is based on 3-year return
  • Schemes Managed4
  • Total AUMUndisclosed
  • Highest Return In 1 Yr5.68%
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
169 Out of 259
Fixed Fee
2.00%
Scheme Return
-0.63%
Benchmark Return
0.96%
Envision Capital - India Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
188 Out of 259
Fixed Fee
No Option
Scheme Return
-0.92%
Benchmark Return
0.96%
ATLAS - Multicap PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
202 Out of 259
Fixed Fee
2.00%
Scheme Return
-1.36%
Benchmark Return
0.96%
ATLAS - Midcap PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
32 Out of 53
Fixed Fee
2.00%
Scheme Return
-2%
Benchmark Return
0.96%
*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 Nov, 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

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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
202 Out of 259
Fixed Fee
2.00%
Scheme Return
-1.36%
Benchmark Return
0.96%
Strategic Opportunities Series 1
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 259
Fixed Fee
No Option
Scheme Return
7.96%
Benchmark Return
0.96%
Turtle Wealth - 212 Wealth Mantra
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 259
Fixed Fee
2.00%
Scheme Return
4.25%
Benchmark Return
0.96%
Asit C Mehta - ACE - Multicap
AUM (₹ Cr)
₹146.61 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 259
Fixed Fee
2.50%
Scheme Return
3.81%
Benchmark Return
0.96%
Asit C Mehta - ACE - 15
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 259
Fixed Fee
2.50%
Scheme Return
3.35%
Benchmark Return
0.96%
Flexicap Fundamental Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 259
Fixed Fee
2.50%
Scheme Return
3.3%
Benchmark Return
0.96%
*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 69.89 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap and 1 Small And Mid Cap schemes.

AUM (₹ cr)

69.89 (As on Nov, 2025)

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
169 Out of 259
Fixed Fee
2.00%
Scheme Return
-0.63%
Benchmark Return
0.96%
ATLAS - Multicap PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
202 Out of 259
Fixed Fee
2.00%
Scheme Return
-1.36%
Benchmark Return
0.96%
ATLAS - Midcap PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
32 Out of 53
Fixed Fee
2.00%
Scheme Return
-2%
Benchmark Return
0.96%
*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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