Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs BADJATE GROWTH FUND
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
BADJATE GROWTH FUND
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%
2.52%
6 Months
8.59%
7.52%
1 Year
1.40%
10.06%
3 Years
11.84%
—
5 Years
6.21%
—
Since Inception
7.85%
8.30%
Fund Age
5 yrs 3 mo
14 mo
AUM
₹3.73 Cr
₹27.97 Cr
Alpha – 1 Year
−3.32%
7.08%
Alpha – 3 Years
−0.25%
—
Information Ratio – 3 Years
0.11
—
Volatility – 1 Year
23.13%
20.30%
Volatility – 3 Years
17.54%
—
Beta – 1 Year
1.25
1.01
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.06
0.30
Sharpe Ratio – 3 Years
0.45
—
Worst Rolling Year
5.77%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−23.48%
−12.48%
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 46% · M 14% · S 32%
Number of Stocks
19
62
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%
Gravita India Ltd · 5.57%
Multi Commodity Exchange of India Ltd · 5.48%
Yatharth Hospital & Trauma Care Services Ltd · 5.36%
Deepak Fertilisers & Petrochemicals Corp Ltd · 4.99%
Gujarat Mineral Development Corporation Ltd · 4.90%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
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