Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Avestha - Growth
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Avestha - Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.22%
0.64%
6 Months
8.59%
21.51%
1 Year
1.40%
15.87%
3 Years
11.84%
14.38%
5 Years
6.21%
17.96%
Since Inception
7.85%
16.82%
Fund Age
5 yrs 3 mo
8 yrs 9 mo
AUM
₹3.73 Cr
₹1,503.25 Cr
Alpha – 1 Year
−3.32%
11.15%
Alpha – 3 Years
−0.25%
2.29%
Information Ratio – 3 Years
0.11
0.39
Volatility – 1 Year
23.13%
27.51%
Volatility – 3 Years
17.54%
22.70%
Beta – 1 Year
1.25
1.48
Beta – 3 Years
0.97
1.25
Sharpe Ratio – 1 Year
-0.06
0.47
Sharpe Ratio – 3 Years
0.45
0.50
Worst Rolling Year
5.77%
1.64%
Value at Worst Rolling Year
₹1.06 Cr
₹1.02 Cr
Deepest Drawdown
−23.48%
−24.39%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
23.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 12% · M 19% · S 67%
Number of Stocks
19
17
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%
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%