Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs ATLAS - Midcap PMS Fund
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
ATLAS - Midcap PMS Fund
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.35%
−0.22%
6 Months
5.61%
8.59%
1 Year
10.19%
1.40%
3 Years
9.70%
11.84%
5 Years
7.80%
6.21%
Since Inception
13.10%
7.85%
Fund Age
14 yrs 11 mo
5 yrs 3 mo
AUM
₹88.88 Cr
₹3.73 Cr
Alpha – 1 Year
10.54%
−3.32%
Alpha – 3 Years
0.70%
−0.25%
Information Ratio – 3 Years
0.00
0.11
Volatility – 1 Year
15.04%
23.13%
Volatility – 3 Years
14.30%
17.54%
Beta – 1 Year
0.87
1.25
Beta – 3 Years
0.96
0.97
Sharpe Ratio – 1 Year
0.37
-0.06
Sharpe Ratio – 3 Years
0.35
0.45
Worst Rolling Year
4.17%
5.77%
Value at Worst Rolling Year
₹1.04 Cr
₹1.06 Cr
Deepest Drawdown
−20.16%
−23.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.53%
12.08%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 86% · M 13% · S 0%
L 3% · M 32% · S 59%
Number of Stocks
37
19
Portfolio P/E
—
26.66
Top 5 Holdings
Hitachi Energy India Ltd · 6.56%
TVS Motor Company Ltd · 6.27%
Apollo Hospitals Enterprise Ltd · 6.21%
Hindalco Industries Ltd · 5.96%
Polycab India Ltd · 5.90%
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
Financial Services · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 0%