Portfolio Management Services (PMS)Compare Schemes
ASK - IEP vs ATLAS - Midcap PMS Fund
Add SchemeGrowth of ₹1 Crore
ASK - IEP
ATLAS - Midcap PMS Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.25%
−0.22%
6 Months
−4.32%
8.59%
1 Year
−3.76%
1.40%
3 Years
4.26%
11.84%
5 Years
5.30%
6.21%
Since Inception
15.06%
7.85%
Fund Age
16 yrs 6 mo
5 yrs 3 mo
AUM
₹6,178.21 Cr
₹3.73 Cr
Alpha – 1 Year
−6.74%
−3.32%
Alpha – 3 Years
−7.62%
−0.25%
Information Ratio – 3 Years
-1.54
0.11
Volatility – 1 Year
17.92%
23.13%
Volatility – 3 Years
14.61%
17.54%
Beta – 1 Year
0.98
1.25
Beta – 3 Years
0.91
0.97
Sharpe Ratio – 1 Year
-0.43
-0.06
Sharpe Ratio – 3 Years
-0.01
0.45
Worst Rolling Year
-1.02%
5.77%
Value at Worst Rolling Year
₹0.99 Cr
₹1.06 Cr
Deepest Drawdown
−20.59%
−23.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.47%
100.00%
Median Rolling Year
14.98%
12.08%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 27% · S 20%
L 3% · M 32% · S 59%
Number of Stocks
34
19
Portfolio P/E
33.48
26.66
Top 5 Holdings
Kotak Mahindra Bank Ltd · 7.51%
Reliance Industries Ltd · 6.64%
Mahindra & Mahindra Financial Services Ltd · 6.38%
Bajaj Finserv Ltd · 6.28%
Tata Consultancy Services Ltd · 5.57%
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 · 28.24%
Capital Goods · 17.21%
Healthcare · 10.88%
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)
1% / 1% / 1%
3% / 2% / 0%