Portfolio Management Services (PMS)Compare Schemes
ASK-IVP vs ATLAS - Midcap PMS Fund
Add SchemeGrowth of ₹1 Crore
ASK-IVP
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
1.91%
−0.22%
6 Months
−1.55%
8.59%
1 Year
2.26%
1.40%
3 Years
3.37%
11.84%
5 Years
4.66%
6.21%
Since Inception
9.07%
7.85%
Fund Age
6 yrs 8 mo
5 yrs 3 mo
AUM
₹55.15 Cr
₹3.73 Cr
Alpha – 1 Year
−0.72%
−3.32%
Alpha – 3 Years
−8.51%
−0.25%
Information Ratio – 3 Years
-1.16
0.11
Volatility – 1 Year
17.30%
23.13%
Volatility – 3 Years
16.20%
17.54%
Beta – 1 Year
0.96
1.25
Beta – 3 Years
0.96
0.97
Sharpe Ratio – 1 Year
-0.10
-0.06
Sharpe Ratio – 3 Years
-0.05
0.45
Worst Rolling Year
0.65%
5.77%
Value at Worst Rolling Year
₹1.01 Cr
₹1.06 Cr
Deepest Drawdown
−23.57%
−23.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.70%
100.00%
Median Rolling Year
10.16%
12.08%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 62% · M 31% · S 6%
L 3% · M 32% · S 59%
Number of Stocks
26
19
Portfolio P/E
31.94
26.66
Top 5 Holdings
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.33%
Infosys Ltd · 6.11%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.18%
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 · 27.34%
Automobile and Auto Components · 16.15%
Capital Goods · 13.35%
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%