Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Ckredence-Diversified Fund
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Ckredence-Diversified Fund
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%
5.36%
6 Months
8.59%
17.83%
1 Year
1.40%
22.60%
3 Years
11.84%
18.89%
5 Years
6.21%
16.73%
Since Inception
7.85%
18.63%
Fund Age
5 yrs 3 mo
5 yrs 2 mo
AUM
₹3.73 Cr
₹146.97 Cr
Alpha – 1 Year
−3.32%
17.88%
Alpha – 3 Years
−0.25%
6.80%
Information Ratio – 3 Years
0.11
0.75
Volatility – 1 Year
23.13%
20.18%
Volatility – 3 Years
17.54%
16.94%
Beta – 1 Year
1.25
1.05
Beta – 3 Years
0.97
0.94
Sharpe Ratio – 1 Year
-0.06
0.85
Sharpe Ratio – 3 Years
0.45
0.80
Worst Rolling Year
5.77%
15.50%
Value at Worst Rolling Year
₹1.06 Cr
₹1.16 Cr
Deepest Drawdown
−23.48%
−17.05%
Recovery Period
Not yet recovered
199 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
20.61%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 20% · M 19% · S 58%
Number of Stocks
19
32
Portfolio P/E
26.66
39.10
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 · 11.29%
Cash & Cash Equivalent · 5.57%
Gokaldas Exports Ltd · 5.23%
State Bank of India · 5.00%
Samvardhana Motherson International Ltd · 4.19%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
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%