Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Axis Kaizen Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Axis Kaizen Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.22%
−2.57%
6 Months
8.59%
25.88%
1 Year
1.40%
19.47%
3 Years
11.84%
25.74%
5 Years
6.21%
—
Since Inception
7.85%
23.24%
Fund Age
5 yrs 3 mo
3 yrs 1 mo
AUM
₹3.73 Cr
₹507.13 Cr
Alpha – 1 Year
−3.32%
16.49%
Alpha – 3 Years
−0.25%
13.85%
Information Ratio – 3 Years
0.11
0.94
Volatility – 1 Year
23.13%
20.27%
Volatility – 3 Years
17.54%
18.08%
Beta – 1 Year
1.25
0.86
Beta – 3 Years
0.97
0.86
Sharpe Ratio – 1 Year
-0.06
0.71
Sharpe Ratio – 3 Years
0.45
1.07
Worst Rolling Year
5.77%
22.47%
Value at Worst Rolling Year
₹1.06 Cr
₹1.22 Cr
Deepest Drawdown
−23.48%
−21.35%
Recovery Period
Not yet recovered
427 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
24.46%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 3% · M 32% · S 59%
L 10% · M 12% · S 65%
Number of Stocks
19
20
Portfolio P/E
26.66
45.78
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%
Sansera Engineering Ltd · 12.99%
Cash & Cash Equivalent · 12.71%
Acutaas Chemicals Ltd · 10.86%
UltraTech Cement Ltd · 7.45%
Syrma SGS Technology Ltd · 5.58%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
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%