Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs ATLAS - Midcap PMS Fund
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
ATLAS - Midcap PMS Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.27%
−0.22%
6 Months
−2.30%
8.59%
1 Year
1.68%
1.40%
3 Years
13.91%
11.84%
5 Years
—
6.21%
Since Inception
14.05%
7.85%
Fund Age
3 yrs 10 mo
5 yrs 3 mo
AUM
₹53.78 Cr
₹3.73 Cr
Alpha – 1 Year
−3.04%
−3.32%
Alpha – 3 Years
1.82%
−0.25%
Information Ratio – 3 Years
0.34
0.11
Volatility – 1 Year
15.80%
23.13%
Volatility – 3 Years
15.64%
17.54%
Beta – 1 Year
0.86
1.25
Beta – 3 Years
0.97
0.97
Sharpe Ratio – 1 Year
-0.15
-0.06
Sharpe Ratio – 3 Years
0.71
0.45
Worst Rolling Year
15.78%
5.77%
Value at Worst Rolling Year
₹1.16 Cr
₹1.06 Cr
Deepest Drawdown
−18.40%
−23.48%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.35%
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
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 0%