Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Counter Cyclical - Diversified Long Term Value
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Counter Cyclical - Diversified Long Term Value
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%
4.89%
6 Months
8.59%
26.09%
1 Year
1.40%
14.74%
3 Years
11.84%
18.63%
5 Years
6.21%
29.18%
Since Inception
7.85%
45.31%
Fund Age
5 yrs 3 mo
7 yrs 1 mo
AUM
₹3.73 Cr
₹1,025.6 Cr
Alpha – 1 Year
−3.32%
10.02%
Alpha – 3 Years
−0.25%
6.54%
Information Ratio – 3 Years
0.11
0.41
Volatility – 1 Year
23.13%
29.04%
Volatility – 3 Years
17.54%
23.98%
Beta – 1 Year
1.25
1.50
Beta – 3 Years
0.97
1.19
Sharpe Ratio – 1 Year
-0.06
0.42
Sharpe Ratio – 3 Years
0.45
0.61
Worst Rolling Year
5.77%
17.65%
Value at Worst Rolling Year
₹1.06 Cr
₹1.18 Cr
Deepest Drawdown
−23.48%
−31.35%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
48.53%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
S 95%
Number of Stocks
19
182
Portfolio P/E
26.66
16.18
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%
Venkys (India) Ltd · 4.11%
MPS Ltd · 3.33%
Hester Biosciences Ltd · 2.68%
Ambika Cotton Mills Ltd · 2.61%
Cash & Cash Equivalent · 2.37%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Capital Goods · 18.54%
Chemicals · 18.43%
Fast Moving Consumer Goods · 12.07%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%