Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Badjate Multicap Fund
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Badjate Multicap Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.22%
0.08%
6 Months
8.59%
9.62%
1 Year
1.40%
2.22%
3 Years
11.84%
18.64%
5 Years
6.21%
16.68%
Since Inception
7.85%
18.59%
Fund Age
5 yrs 3 mo
5 yrs
AUM
₹3.73 Cr
₹159.01 Cr
Alpha – 1 Year
−3.32%
−0.76%
Alpha – 3 Years
−0.25%
6.74%
Information Ratio – 3 Years
0.11
0.40
Volatility – 1 Year
23.13%
25.41%
Volatility – 3 Years
17.54%
25.71%
Beta – 1 Year
1.25
1.32
Beta – 3 Years
0.97
1.31
Sharpe Ratio – 1 Year
-0.06
-0.02
Sharpe Ratio – 3 Years
0.45
0.58
Worst Rolling Year
5.77%
17.76%
Value at Worst Rolling Year
₹1.06 Cr
₹1.18 Cr
Deepest Drawdown
−23.48%
−32.80%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
28.84%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 7% · M 14% · S 74%
Number of Stocks
19
95
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%
Multi Commodity Exchange of India Ltd · 4.59%
Nuvama Wealth Management Ltd · 4.46%
Tanfac Industries Ltd · 4.23%
Garden Reach Shipbuilders & Engineers Ltd · 4.10%
Southern Petrochemicals Industries Corporation Ltd · 3.59%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
—