Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Ckredence Wealth Management Pvt Ltd - ICE Growth
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Ckredence Wealth Management Pvt Ltd - ICE Growth
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%
5.63%
6 Months
8.59%
23.45%
1 Year
1.40%
23.62%
3 Years
11.84%
—
5 Years
6.21%
—
Since Inception
7.85%
12.60%
Fund Age
5 yrs 3 mo
1 yr 10 mo
AUM
₹3.73 Cr
₹187.26 Cr
Alpha – 1 Year
−3.32%
18.90%
Alpha – 3 Years
−0.25%
—
Information Ratio – 3 Years
0.11
—
Volatility – 1 Year
23.13%
20.87%
Volatility – 3 Years
17.54%
—
Beta – 1 Year
1.25
1.10
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.06
0.87
Sharpe Ratio – 3 Years
0.45
—
Worst Rolling Year
5.77%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−23.48%
−15.33%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
12.08%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 3% · M 32% · S 59%
L 9% · M 29% · S 56%
Number of Stocks
19
33
Portfolio P/E
26.66
73.30
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 · 11.28%
Cash & Cash Equivalent · 7.17%
Aether Industries Ltd · 5.12%
The Ramco Cements Ltd · 3.83%
Interglobe Aviation Ltd · 3.66%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Healthcare · 19.38%
Financial Services · 10.36%
Metals & Mining · 9.08%
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%