Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Bonanza - Edge
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Bonanza - Edge
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%
4.43%
6 Months
8.59%
22.24%
1 Year
1.40%
21.33%
3 Years
11.84%
15.83%
5 Years
6.21%
20.63%
Since Inception
7.85%
19.53%
Fund Age
5 yrs 3 mo
11 yrs
AUM
₹3.73 Cr
₹101.92 Cr
Alpha – 1 Year
−3.32%
21.68%
Alpha – 3 Years
−0.25%
6.83%
Information Ratio – 3 Years
0.11
0.61
Volatility – 1 Year
23.13%
21.87%
Volatility – 3 Years
17.54%
21.68%
Beta – 1 Year
1.25
1.10
Beta – 3 Years
0.97
1.12
Sharpe Ratio – 1 Year
-0.06
0.75
Sharpe Ratio – 3 Years
0.45
0.65
Worst Rolling Year
5.77%
-17.09%
Value at Worst Rolling Year
₹1.06 Cr
₹0.83 Cr
Deepest Drawdown
−23.48%
−27.12%
Recovery Period
Not yet recovered
148 days
1-Year Rolling Windows Positive
100.00%
79.34%
Median Rolling Year
12.08%
24.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 15% · M 12% · S 59%
Number of Stocks
19
65
Portfolio P/E
26.66
51.62
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%
Creative Newtech Ltd · 7.19%
Cash & Cash Equivalent · 7.08%
Lodha Developers Ltd · 6.75%
JD Cables Ltd · 6.02%
Afcom Holdings Ltd · 6.00%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / 0% / 0%