Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Concept Investwell - Dynamic
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Concept Investwell - Dynamic
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.22%
5.38%
6 Months
8.59%
7.13%
1 Year
1.40%
11.04%
3 Years
11.84%
7.66%
5 Years
6.21%
8.70%
Since Inception
7.85%
14.13%
Fund Age
5 yrs 3 mo
6 yrs 10 mo
AUM
₹3.73 Cr
₹3.45 Cr
Alpha – 1 Year
−3.32%
8.06%
Alpha – 3 Years
−0.25%
−4.24%
Information Ratio – 3 Years
0.11
-0.53
Volatility – 1 Year
23.13%
15.44%
Volatility – 3 Years
17.54%
15.96%
Beta – 1 Year
1.25
0.84
Beta – 3 Years
0.97
0.91
Sharpe Ratio – 1 Year
-0.06
0.40
Sharpe Ratio – 3 Years
0.45
0.20
Worst Rolling Year
5.77%
3.12%
Value at Worst Rolling Year
₹1.06 Cr
₹1.03 Cr
Deepest Drawdown
−23.48%
−27.30%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
14.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 64% · M 36%
Number of Stocks
19
23
Portfolio P/E
26.66
34.11
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%
Bajaj Holdings & Investment Ltd · 6.60%
Mirae Asset Nifty 50 ETF · 6.20%
Persistent Systems Ltd · 5.25%
Bharti Airtel Ltd · 5.20%
Mahindra & Mahindra Ltd · 5.00%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Financial Services · 34.11%
Automobile and Auto Components · 12.44%
Information Technology · 10.77%
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%