Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Envision Capital - India Opportunities
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Envision Capital - India Opportunities
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%
3.39%
6 Months
8.59%
19.31%
1 Year
1.40%
11.21%
3 Years
11.84%
13.34%
5 Years
6.21%
15.02%
Since Inception
7.85%
17.08%
Fund Age
5 yrs 3 mo
5 yrs 4 mo
AUM
₹3.73 Cr
₹135.65 Cr
Alpha – 1 Year
−3.32%
6.49%
Alpha – 3 Years
−0.25%
1.25%
Information Ratio – 3 Years
0.11
0.12
Volatility – 1 Year
23.13%
20.71%
Volatility – 3 Years
17.54%
17.79%
Beta – 1 Year
1.25
1.05
Beta – 3 Years
0.97
0.97
Sharpe Ratio – 1 Year
-0.06
0.35
Sharpe Ratio – 3 Years
0.45
0.50
Worst Rolling Year
5.77%
12.49%
Value at Worst Rolling Year
₹1.06 Cr
₹1.12 Cr
Deepest Drawdown
−23.48%
−25.10%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
19.71%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 18% · M 24% · S 55%
Number of Stocks
19
—
Portfolio P/E
26.66
—
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%
Eternal Ltd · 5.00%
Reliance Industries Ltd · 4.50%
Cartrade Tech Ltd · 4.50%
FSN E-Commerce Ventures Ltd · 4.10%
One 97 Communications Ltd · 3.80%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
—
Fixed Fee
2.00% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
10% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 1% / 0%