Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Crest Value Fund
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Crest Value Fund
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%
4.67%
6 Months
8.59%
17.33%
1 Year
1.40%
—
3 Years
11.84%
—
5 Years
6.21%
—
Since Inception
7.85%
9.51%
Fund Age
5 yrs 3 mo
9 mo
AUM
₹3.73 Cr
₹19.46 Cr
Alpha – 1 Year
−3.32%
—
Alpha – 3 Years
−0.25%
—
Information Ratio – 3 Years
0.11
—
Volatility – 1 Year
23.13%
—
Volatility – 3 Years
17.54%
—
Beta – 1 Year
1.25
—
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.06
—
Sharpe Ratio – 3 Years
0.45
—
Worst Rolling Year
5.77%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−23.48%
—
Recovery Period
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%
M 3% · S 86%
Number of Stocks
19
42
Portfolio P/E
26.66
46.51
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%
HBL Engineering Ltd · 4.62%
Narayana Hrudayalaya Ltd · 4.06%
Privi Speciality Chemicals Ltd · 3.86%
Shilpa Medicare Ltd · 3.81%
Yatharth Hospital & Trauma Care Services Ltd · 3.66%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%