Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Centrum PMS - Build to Last
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Centrum PMS - Build to Last
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.22%
−0.04%
6 Months
8.59%
−3.71%
1 Year
1.40%
−1.23%
3 Years
11.84%
7.88%
5 Years
6.21%
5.71%
Since Inception
7.85%
9.28%
Fund Age
5 yrs 3 mo
7 yrs 1 mo
AUM
₹3.73 Cr
₹2.48 Cr
Alpha – 1 Year
−3.32%
−5.95%
Alpha – 3 Years
−0.25%
−4.21%
Information Ratio – 3 Years
0.11
-1.27
Volatility – 1 Year
23.13%
17.16%
Volatility – 3 Years
17.54%
14.17%
Beta – 1 Year
1.25
0.98
Beta – 3 Years
0.97
0.90
Sharpe Ratio – 1 Year
-0.06
-0.29
Sharpe Ratio – 3 Years
0.45
0.17
Worst Rolling Year
5.77%
5.24%
Value at Worst Rolling Year
₹1.06 Cr
₹1.05 Cr
Deepest Drawdown
−23.48%
−16.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
11.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 92% · M 4%
Number of Stocks
19
26
Portfolio P/E
26.66
29.84
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%
HDFC Bank Ltd · 9.71%
Reliance Industries Ltd · 7.63%
Bharat Electronics Ltd · 6.87%
Adani Ports & Special Economic Zone Ltd · 6.13%
Mahindra & Mahindra Ltd · 4.90%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Fixed Fee
2.00% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%