Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Axis - Core & Satellite PMS
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Axis - Core & Satellite 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%
0.11%
6 Months
8.59%
10.76%
1 Year
1.40%
8.14%
3 Years
11.84%
7.76%
5 Years
6.21%
10.03%
Since Inception
7.85%
11.69%
Fund Age
5 yrs 3 mo
6 yrs 8 mo
AUM
₹3.73 Cr
₹87.23 Cr
Alpha – 1 Year
−3.32%
8.57%
Alpha – 3 Years
−0.25%
−0.81%
Information Ratio – 3 Years
0.11
0.02
Volatility – 1 Year
23.13%
23.09%
Volatility – 3 Years
17.54%
18.26%
Beta – 1 Year
1.25
1.29
Beta – 3 Years
0.97
1.11
Sharpe Ratio – 1 Year
-0.06
0.21
Sharpe Ratio – 3 Years
0.45
0.22
Worst Rolling Year
5.77%
6.59%
Value at Worst Rolling Year
₹1.06 Cr
₹1.07 Cr
Deepest Drawdown
−23.48%
−25.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
13.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 19% · M 1% · S 70%
Number of Stocks
19
41
Portfolio P/E
26.66
25.23
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 · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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%