Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Ayan-PriceBridge Upswing
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Ayan-PriceBridge Upswing
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%
0.67%
6 Months
8.59%
6.20%
1 Year
1.40%
9.45%
3 Years
11.84%
11.74%
5 Years
6.21%
—
Since Inception
7.85%
12.77%
Fund Age
5 yrs 3 mo
3 yrs 7 mo
AUM
₹3.73 Cr
₹223.43 Cr
Alpha – 1 Year
−3.32%
9.88%
Alpha – 3 Years
−0.25%
3.17%
Information Ratio – 3 Years
0.11
0.40
Volatility – 1 Year
23.13%
16.24%
Volatility – 3 Years
17.54%
16.22%
Beta – 1 Year
1.25
0.89
Beta – 3 Years
0.97
1.02
Sharpe Ratio – 1 Year
-0.06
0.30
Sharpe Ratio – 3 Years
0.45
0.44
Worst Rolling Year
5.77%
11.49%
Value at Worst Rolling Year
₹1.06 Cr
₹1.11 Cr
Deepest Drawdown
−23.48%
−24.20%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
13.89%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 3% · M 32% · S 59%
L 45% · M 31% · S 19%
Number of Stocks
19
96
Portfolio P/E
26.66
27.01
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%
Bosch Ltd · 3.98%
Redington Ltd · 3.65%
Tech Mahindra Ltd · 3.48%
Max Healthcare Institute Ltd · 3.45%
Hindalco Industries Ltd · 3.41%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Fixed Fee
2.00% / yr
1.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%