Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Axis - Brand Equity PMS
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Axis - Brand Equity PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.22%
2.39%
6 Months
8.59%
10.60%
1 Year
1.40%
2.51%
3 Years
11.84%
7.68%
5 Years
6.21%
9.38%
Since Inception
7.85%
10.51%
Fund Age
5 yrs 3 mo
9 yrs 6 mo
AUM
₹3.73 Cr
₹804.15 Cr
Alpha – 1 Year
−3.32%
2.94%
Alpha – 3 Years
−0.25%
−0.89%
Information Ratio – 3 Years
0.11
-0.08
Volatility – 1 Year
23.13%
21.76%
Volatility – 3 Years
17.54%
17.30%
Beta – 1 Year
1.25
1.23
Beta – 3 Years
0.97
1.08
Sharpe Ratio – 1 Year
-0.06
-0.04
Sharpe Ratio – 3 Years
0.45
0.20
Worst Rolling Year
5.77%
-3.22%
Value at Worst Rolling Year
₹1.06 Cr
₹0.97 Cr
Deepest Drawdown
−23.48%
−26.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
96.55%
Median Rolling Year
12.08%
12.69%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 26% · M 6% · S 61%
Number of Stocks
19
42
Portfolio P/E
26.66
35.23
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%
Cash & Cash Equivalent · 7.12%
Mahindra & Mahindra Ltd · 5.74%
Eternal Ltd · 4.45%
EPL Ltd · 4.26%
Welspun Corp Ltd · 4.22%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%