Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Edelweiss - Focused Mid & Small Cap
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Edelweiss - Focused Mid & Small Cap
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%
3.36%
6 Months
8.59%
18.59%
1 Year
1.40%
13.77%
3 Years
11.84%
9.52%
5 Years
6.21%
8.40%
Since Inception
7.85%
10.24%
Fund Age
5 yrs 3 mo
11 yrs
AUM
₹3.73 Cr
₹20.83 Cr
Alpha – 1 Year
−3.32%
14.12%
Alpha – 3 Years
−0.25%
0.53%
Information Ratio – 3 Years
0.11
0.07
Volatility – 1 Year
23.13%
22.14%
Volatility – 3 Years
17.54%
20.01%
Beta – 1 Year
1.25
1.14
Beta – 3 Years
0.97
1.14
Sharpe Ratio – 1 Year
-0.06
0.45
Sharpe Ratio – 3 Years
0.45
0.29
Worst Rolling Year
5.77%
-15.27%
Value at Worst Rolling Year
₹1.06 Cr
₹0.85 Cr
Deepest Drawdown
−23.48%
−27.52%
Recovery Period
Not yet recovered
441 days
1-Year Rolling Windows Positive
100.00%
76.89%
Median Rolling Year
12.08%
10.76%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 7% · M 9% · S 77%
Number of Stocks
19
25
Portfolio P/E
26.66
29.80
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%
Cash & Cash Equivalent · 7.48%
Kirloskar Oil Engines Ltd · 6.53%
Aster DM Quality Care Ltd · 6.47%
Neuland Laboratories Ltd · 5.88%
Equitas Small Finance Bank Ltd · 5.65%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Financial Services · 24.30%
Healthcare · 19.99%
Consumer Services · 11.90%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%