Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs ATLAS - Multicap PMS Fund
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
ATLAS - Multicap PMS Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.22%
3.76%
6 Months
8.59%
11.66%
1 Year
1.40%
12.54%
3 Years
11.84%
11.42%
5 Years
6.21%
—
Since Inception
7.85%
6.78%
Fund Age
5 yrs 3 mo
4 yrs 10 mo
AUM
₹3.73 Cr
₹2.34 Cr
Alpha – 1 Year
−3.32%
7.82%
Alpha – 3 Years
−0.25%
−0.67%
Information Ratio – 3 Years
0.11
-0.04
Volatility – 1 Year
23.13%
21.44%
Volatility – 3 Years
17.54%
14.93%
Beta – 1 Year
1.25
1.05
Beta – 3 Years
0.97
0.81
Sharpe Ratio – 1 Year
-0.06
0.41
Sharpe Ratio – 3 Years
0.45
0.50
Worst Rolling Year
5.77%
3.84%
Value at Worst Rolling Year
₹1.06 Cr
₹1.04 Cr
Deepest Drawdown
−23.48%
−16.40%
Recovery Period
Not yet recovered
37 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
9.56%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 3% · M 32% · S 59%
L 46% · M 22% · S 27%
Number of Stocks
19
19
Portfolio P/E
26.66
29.80
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%
HFCL Ltd · 9.71%
Hindalco Industries Ltd · 9.12%
Steel Authority of India Ltd · 9.08%
ACC Ltd · 7.97%
Mahindra & Mahindra Ltd · 7.90%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 0%