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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
  • 148
    Out of 194*
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Portfolio age4 years, 10 months
4.31%
1.73%
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

TRAILING PERFORMANCE

(As on 31/07/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (4.68%)
Allocation by Market Cap
Small Cap (18.98%)
Mid Cap (37.11%)
Large Cap (39.23%)
Sector Holdings
  • Metals & Mining25.96%
  • Information Technology14.59%
  • Fast Moving Consumer Goods11.23%
  • Telecommunication11.11%
  • Construction Materials8.14%
Stock Holdings
  • HFCL Ltd11.11%
  • Steel Authority of India Ltd.9.72%
  • Hindalco Industries Ltd.9.34%
  • ACC Ltd8.14%
  • Pidilite Industries Ltd.7.37%

PORTFOLIO MANAGERS

Nilesh Shah
  • Manager Rank148 Out of 194
    i
    Rank is based on 3-year return
  • Schemes Managed5
  • Total AUMUndisclosed
  • Highest Return In 1 Yr8.84%
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
ATLAS - Midcap PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
4 Out of 62
Fixed Fee
2.00%
Scheme Return
4.56%
Benchmark Return
1.73%
ATLAS - Multicap PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
19 Out of 278
Fixed Fee
2.00%
Scheme Return
4.31%
Benchmark Return
1.73%
Envision New Frontiers
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
39 Out of 278
Fixed Fee
No Option
Scheme Return
3.28%
Benchmark Return
1.73%
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
72 Out of 278
Fixed Fee
2.00%
Scheme Return
2.57%
Benchmark Return
1.73%
Envision Capital - India Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
84 Out of 278
Fixed Fee
No Option
Scheme Return
2.34%
Benchmark Return
1.73%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Jul, 2026)
Inception Date
Oct 05, 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

FEE 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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INVESTMENT 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

Calculators

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PEER ANALYSIS

  • table
  • Grid
Compare
ATLAS - Multicap PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category Rank
19 Out of 278
Fixed Fee
2.00%
Scheme Return
4.31%
Benchmark Return
1.73%
Strategic Opportunities Series 1
AUM (₹ Cr)
₹5.93 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 278
Fixed Fee
No Option
Scheme Return
10.54%
Benchmark Return
1.73%
Emkay - Capital Builder
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 278
Fixed Fee
2.50%
Scheme Return
7.24%
Benchmark Return
1.73%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 278
Fixed Fee
2.50%
Scheme Return
6.1%
Benchmark Return
1.73%
Avestha - Long Term Growth
AUM (₹ Cr)
₹1,503.25 Cr
Hurdle Rate
0%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 278
Fixed Fee
1.00%
Scheme Return
5.68%
Benchmark Return
1.73%
Dynamic
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 278
Fixed Fee
No Option
Scheme Return
5.67%
Benchmark Return
1.67%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Atlas Integrated Finance Ltd
Atlas Integrated Finance Ltd manages assets worth Rs 71.15 crores. Its current offering of PMS schemes includes 1 Small And Mid Cap and 3 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

71.15 (As on Jun, 2026)

Number of Schemes

4
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
4 Out of 62
Fixed Fee
2.00%
Scheme Return
4.56%
Benchmark Return
1.73%
ATLAS - Multicap PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
19 Out of 278
Fixed Fee
2.00%
Scheme Return
4.31%
Benchmark Return
1.73%
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
72 Out of 278
Fixed Fee
2.00%
Scheme Return
2.57%
Benchmark Return
1.73%
Momentum 20 Pms Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
262 Out of 278
Fixed Fee
2.00%
Scheme Return
-2.3%
Benchmark Return
1.73%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

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 Oct 05, 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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