Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Care PMS - Large & Midcap Strategy
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Care PMS - Large & Midcap Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.22%
−1.86%
6 Months
8.59%
0.50%
1 Year
1.40%
6.34%
3 Years
11.84%
19.74%
5 Years
6.21%
16.62%
Since Inception
7.85%
20.10%
Fund Age
5 yrs 3 mo
6 yrs 1 mo
AUM
₹3.73 Cr
₹56.91 Cr
Alpha – 1 Year
−3.32%
1.64%
Alpha – 3 Years
−0.25%
7.64%
Information Ratio – 3 Years
0.11
0.90
Volatility – 1 Year
23.13%
16.52%
Volatility – 3 Years
17.54%
17.18%
Beta – 1 Year
1.25
0.89
Beta – 3 Years
0.97
1.04
Sharpe Ratio – 1 Year
-0.06
0.14
Sharpe Ratio – 3 Years
0.45
0.84
Worst Rolling Year
5.77%
18.93%
Value at Worst Rolling Year
₹1.06 Cr
₹1.19 Cr
Deepest Drawdown
−23.48%
−18.72%
Recovery Period
Not yet recovered
245 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
25.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 59% · M 40%
Number of Stocks
19
20
Portfolio P/E
26.66
27.00
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%
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%