Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Enam India Vision Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Enam India Vision Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.22%
1.68%
6 Months
8.59%
12.22%
1 Year
1.40%
16.41%
3 Years
11.84%
12.88%
5 Years
6.21%
—
Since Inception
7.85%
15.20%
Fund Age
5 yrs 3 mo
3 yrs 7 mo
AUM
₹3.73 Cr
₹890.3 Cr
Alpha – 1 Year
−3.32%
11.69%
Alpha – 3 Years
−0.25%
0.79%
Information Ratio – 3 Years
0.11
0.11
Volatility – 1 Year
23.13%
18.16%
Volatility – 3 Years
17.54%
14.87%
Beta – 1 Year
1.25
0.92
Beta – 3 Years
0.97
0.86
Sharpe Ratio – 1 Year
-0.06
0.64
Sharpe Ratio – 3 Years
0.45
0.54
Worst Rolling Year
5.77%
11.39%
Value at Worst Rolling Year
₹1.06 Cr
₹1.11 Cr
Deepest Drawdown
−23.48%
−18.04%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
13.55%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 3% · M 32% · S 59%
L 31% · M 50% · S 18%
Number of Stocks
19
20
Portfolio P/E
26.66
33.00
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%
Piramal Finance Ltd · 10.75%
Aegis Logistics Ltd · 8.94%
Emcure Pharmaceuticals Ltd · 7.58%
Glenmark Pharmaceuticals Ltd · 7.51%
Bharti Airtel Ltd · 6.89%
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%