Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Ayan-PriceBridge Direct MF
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Ayan-PriceBridge Direct MF
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%
1.86%
6 Months
8.59%
3.14%
1 Year
1.40%
14.41%
3 Years
11.84%
16.50%
5 Years
6.21%
—
Since Inception
7.85%
17.99%
Fund Age
5 yrs 3 mo
3 yrs 2 mo
AUM
₹3.73 Cr
₹19.19 Cr
Alpha – 1 Year
−3.32%
14.84%
Alpha – 3 Years
−0.25%
7.93%
Information Ratio – 3 Years
0.11
1.26
Volatility – 1 Year
23.13%
16.65%
Volatility – 3 Years
17.54%
14.41%
Beta – 1 Year
1.25
0.95
Beta – 3 Years
0.97
0.95
Sharpe Ratio – 1 Year
-0.06
0.57
Sharpe Ratio – 3 Years
0.45
0.78
Worst Rolling Year
5.77%
16.17%
Value at Worst Rolling Year
₹1.06 Cr
₹1.16 Cr
Deepest Drawdown
−23.48%
−18.49%
Recovery Period
Not yet recovered
257 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
17.49%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 3% · M 32% · S 59%
L 52% · M 24% · S 17%
Number of Stocks
19
48
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%
DSP Nifty Next 50 Index Fund - Direct (G) · 11.21%
SBI PSU Fund - Direct (G) · 9.19%
ICICI Pru Nifty Bank Index Fund - Direct (G) · 7.02%
Tata Resources & Energy Fund - Direct (G) · 7.01%
DSP Nifty 50 Equal Weight Index Fund - Dir (G) · 6.44%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Financial Services · 28.14%
Healthcare · 11.99%
Capital Goods · 10.43%
Fixed Fee
2.00% / yr
0.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%