Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs ATLAS - Midcap PMS Fund
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
ATLAS - Midcap PMS Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
−0.22%
6 Months
−5.38%
8.59%
1 Year
−6.70%
1.40%
3 Years
7.98%
11.84%
5 Years
—
6.21%
Since Inception
7.98%
7.85%
Fund Age
2 yrs 11 mo
5 yrs 3 mo
AUM
₹7.31 Cr
₹3.73 Cr
Alpha – 1 Year
−6.35%
−3.32%
Alpha – 3 Years
−1.02%
−0.25%
Information Ratio – 3 Years
-0.08
0.11
Volatility – 1 Year
17.44%
23.13%
Volatility – 3 Years
15.65%
17.54%
Beta – 1 Year
1.08
1.25
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
-0.61
-0.06
Sharpe Ratio – 3 Years
0.22
0.45
Worst Rolling Year
—
5.77%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
−21.15%
−23.48%
Recovery Period
Not yet recovered
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 61% · M 26% · S 9%
L 3% · M 32% · S 59%
Number of Stocks
66
19
Portfolio P/E
27.03
26.66
Top 5 Holdings
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
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 · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
3% / 2% / 0%