Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Bonanza Multicap
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Bonanza Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.22%
5.27%
6 Months
8.59%
15.28%
1 Year
1.40%
11.46%
3 Years
11.84%
12.93%
5 Years
6.21%
14.25%
Since Inception
7.85%
20.43%
Fund Age
5 yrs 3 mo
8 yrs 1 mo
AUM
₹3.73 Cr
₹7.34 Cr
Alpha – 1 Year
−3.32%
11.81%
Alpha – 3 Years
−0.25%
3.93%
Information Ratio – 3 Years
0.11
0.17
Volatility – 1 Year
23.13%
25.10%
Volatility – 3 Years
17.54%
27.35%
Beta – 1 Year
1.25
1.24
Beta – 3 Years
0.97
1.14
Sharpe Ratio – 1 Year
-0.06
0.33
Sharpe Ratio – 3 Years
0.45
0.39
Worst Rolling Year
5.77%
12.27%
Value at Worst Rolling Year
₹1.06 Cr
₹1.12 Cr
Deepest Drawdown
−23.48%
−33.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
29.35%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 3% · M 32% · S 59%
L 8% · M 5% · S 83%
Number of Stocks
19
33
Portfolio P/E
26.66
30.34
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%
Cash & Cash Equivalent · 5.71%
Bajaj Finance Ltd · 5.23%
Garden Reach Shipbuilders & Engineers Ltd · 5.13%
Northern Arc Capital Ltd · 4.74%
SG Finserve Ltd · 4.72%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
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%