Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Ckredence-All Weather Fund
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Ckredence-All Weather Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.22%
3.56%
6 Months
8.59%
14.31%
1 Year
1.40%
23.04%
3 Years
11.84%
17.41%
5 Years
6.21%
14.44%
Since Inception
7.85%
16.04%
Fund Age
5 yrs 3 mo
5 yrs 2 mo
AUM
₹3.73 Cr
₹246.55 Cr
Alpha – 1 Year
−3.32%
18.32%
Alpha – 3 Years
−0.25%
5.32%
Information Ratio – 3 Years
0.11
0.69
Volatility – 1 Year
23.13%
16.66%
Volatility – 3 Years
17.54%
14.65%
Beta – 1 Year
1.25
0.91
Beta – 3 Years
0.97
0.83
Sharpe Ratio – 1 Year
-0.06
1.02
Sharpe Ratio – 3 Years
0.45
0.82
Worst Rolling Year
5.77%
13.49%
Value at Worst Rolling Year
₹1.06 Cr
₹1.13 Cr
Deepest Drawdown
−23.48%
−17.20%
Recovery Period
Not yet recovered
198 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 31% · M 25% · S 41%
Number of Stocks
19
33
Portfolio P/E
26.66
48.70
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%
Laurus Labs Ltd · 11.21%
Aditya Birla SL Nifty Healthcare ETF · 5.55%
Nippon India ETF Gold BeES · 4.78%
Emcure Pharmaceuticals Ltd · 4.13%
Cash & Cash Equivalent · 4.06%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Fixed Fee
2.00% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 1% / 0%