Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Ayan-PriceBridge Eternal-Long Life
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Ayan-PriceBridge Eternal-Long Life
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%
0.45%
6 Months
8.59%
1.58%
1 Year
1.40%
−4.61%
3 Years
11.84%
—
5 Years
6.21%
—
Since Inception
7.85%
7.74%
Fund Age
5 yrs 3 mo
2 yrs 7 mo
AUM
₹3.73 Cr
₹33.19 Cr
Alpha – 1 Year
−3.32%
−7.59%
Alpha – 3 Years
−0.25%
—
Information Ratio – 3 Years
0.11
—
Volatility – 1 Year
23.13%
20.19%
Volatility – 3 Years
17.54%
—
Beta – 1 Year
1.25
1.12
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.06
-0.41
Sharpe Ratio – 3 Years
0.45
—
Worst Rolling Year
5.77%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−23.48%
−19.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
12.08%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 3% · M 32% · S 59%
L 5% · M 31% · S 60%
Number of Stocks
19
50
Portfolio P/E
26.66
39.07
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%
Kotak Nifty Chemicals ETF · 4.93%
Action Construction Equipment Ltd · 4.28%
Ipca Laboratories Ltd · 4.15%
Finolex Cables Ltd · 3.55%
Inventurus Knowledge Solutions Ltd · 3.23%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
—