Portfolio Management Services (PMS)Compare Schemes
Accelt Long Term Equity Fund vs ATLAS - Midcap PMS Fund
Add SchemeGrowth of ₹1 Crore
Accelt Long Term Equity Fund
ATLAS - Midcap PMS Fund
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
11.32%
−0.22%
6 Months
31.05%
8.59%
1 Year
33.64%
1.40%
3 Years
—
11.84%
5 Years
—
6.21%
Since Inception
18.43%
7.85%
Fund Age
1 yr 11 mo
5 yrs 3 mo
AUM
₹12.55 Cr
₹3.73 Cr
Alpha – 1 Year
28.92%
−3.32%
Alpha – 3 Years
—
−0.25%
Information Ratio – 3 Years
—
0.11
Volatility – 1 Year
20.86%
23.13%
Volatility – 3 Years
—
17.54%
Beta – 1 Year
0.85
1.25
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
1.25
-0.06
Sharpe Ratio – 3 Years
—
0.45
Worst Rolling Year
—
5.77%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
—
−23.48%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.08%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 3% · M 32% · S 59%
Number of Stocks
—
19
Portfolio P/E
—
26.66
Top 5 Holdings
—
Godrej Industries Ltd · 10.94%
Steel Authority of India Ltd · 8.51%
EIH Ltd · 8.34%
ACC Ltd · 7.75%
Sagility Ltd · 5.94%
Top Sectors
—
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 12%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
3% / 2% / 0%