Portfolio Management Services (PMS)Compare Schemes
ASK-EOP vs ATLAS - Midcap PMS Fund
Add SchemeGrowth of ₹1 Crore
ASK-EOP
ATLAS - Midcap PMS Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.83%
−0.22%
6 Months
−2.22%
8.59%
1 Year
−4.46%
1.40%
3 Years
4.69%
11.84%
5 Years
4.88%
6.21%
Since Inception
9.48%
7.85%
Fund Age
8 yrs 11 mo
5 yrs 3 mo
AUM
₹242.51 Cr
₹3.73 Cr
Alpha – 1 Year
−7.44%
−3.32%
Alpha – 3 Years
−7.19%
−0.25%
Information Ratio – 3 Years
-1.12
0.11
Volatility – 1 Year
16.89%
23.13%
Volatility – 3 Years
18.01%
17.54%
Beta – 1 Year
0.95
1.25
Beta – 3 Years
1.07
0.97
Sharpe Ratio – 1 Year
-0.51
-0.06
Sharpe Ratio – 3 Years
0.04
0.45
Worst Rolling Year
2.18%
5.77%
Value at Worst Rolling Year
₹1.02 Cr
₹1.06 Cr
Deepest Drawdown
−24.10%
−23.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.69%
12.08%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 53% · S 34%
L 3% · M 32% · S 59%
Number of Stocks
34
19
Portfolio P/E
41.30
26.66
Top 5 Holdings
ABB India Ltd · 5.36%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.11%
Supreme Industries Ltd · 3.82%
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 · 26.16%
Capital Goods · 13.94%
Healthcare · 9.57%
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)
0% / 0% / 0%
3% / 2% / 0%