Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Estee-I-Alpha
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Estee-I-Alpha
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%
−0.25%
6 Months
8.59%
3.36%
1 Year
1.40%
7.71%
3 Years
11.84%
10.42%
5 Years
6.21%
9.09%
Since Inception
7.85%
10.42%
Fund Age
5 yrs 3 mo
16 yrs 11 mo
AUM
₹3.73 Cr
₹257.93 Cr
Alpha – 1 Year
−3.32%
0.40%
Alpha – 3 Years
−0.25%
2.97%
Information Ratio – 3 Years
0.11
2.62
Volatility – 1 Year
23.13%
1.99%
Volatility – 3 Years
17.54%
1.94%
Beta – 1 Year
1.25
0.35
Beta – 3 Years
0.97
0.35
Sharpe Ratio – 1 Year
-0.06
1.45
Sharpe Ratio – 3 Years
0.45
3.79
Worst Rolling Year
5.77%
7.00%
Value at Worst Rolling Year
₹1.06 Cr
₹1.07 Cr
Deepest Drawdown
−23.48%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
11.56%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
—
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%
HDFC Bank Ltd · 5.03%
ICICI Bank Ltd · 3.21%
Kotak Mahindra Bank Ltd · 1.04%
IndusInd Bank Ltd · 0.97%
SBI · 0.72%
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%