Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Chanakya Capital - Growth Plan
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%
3.10%
6 Months
8.59%
2.75%
1 Year
1.40%
19.54%
3 Years
11.84%
16.88%
5 Years
6.21%
17.69%
Since Inception
7.85%
15.84%
Fund Age
5 yrs 3 mo
8 yrs
AUM
₹3.73 Cr
₹335.72 Cr
Alpha – 1 Year
−3.32%
19.89%
Alpha – 3 Years
−0.25%
7.88%
Information Ratio – 3 Years
0.11
0.91
Volatility – 1 Year
23.13%
22.09%
Volatility – 3 Years
17.54%
17.60%
Beta – 1 Year
1.25
1.28
Beta – 3 Years
0.97
1.08
Sharpe Ratio – 1 Year
-0.06
0.68
Sharpe Ratio – 3 Years
0.45
0.74
Worst Rolling Year
5.77%
9.01%
Value at Worst Rolling Year
₹1.06 Cr
₹1.09 Cr
Deepest Drawdown
−23.48%
−17.25%
Recovery Period
Not yet recovered
97 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
21.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 57% · M 6% · S 37%
Number of Stocks
19
192
Portfolio P/E
26.66
18.98
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%
Axis Bank Ltd · 17.31%
Bajaj Holdings & Investment Ltd · 9.75%
Karur Vysya Bank Ltd · 7.90%
HDFC Bank Ltd · 7.12%
South Indian Bank Ltd · 6.83%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%