Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Eureka signature approach
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Eureka signature approach
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%
0.53%
6 Months
8.59%
8.20%
1 Year
1.40%
10.87%
3 Years
11.84%
16.09%
5 Years
6.21%
14.49%
Since Inception
7.85%
9.93%
Fund Age
5 yrs 3 mo
8 yrs 9 mo
AUM
₹3.73 Cr
₹64.23 Cr
Alpha – 1 Year
−3.32%
7.11%
Alpha – 3 Years
−0.25%
5.20%
Information Ratio – 3 Years
0.11
0.63
Volatility – 1 Year
23.13%
21.13%
Volatility – 3 Years
17.54%
19.82%
Beta – 1 Year
1.25
1.16
Beta – 3 Years
0.97
1.20
Sharpe Ratio – 1 Year
-0.06
0.35
Sharpe Ratio – 3 Years
0.45
0.59
Worst Rolling Year
5.77%
-6.69%
Value at Worst Rolling Year
₹1.06 Cr
₹0.93 Cr
Deepest Drawdown
−23.48%
−22.93%
Recovery Period
Not yet recovered
496 days
1-Year Rolling Windows Positive
100.00%
90.85%
Median Rolling Year
12.08%
19.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 25% · M 25% · S 42%
Number of Stocks
19
42
Portfolio P/E
26.66
23.92
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%
Sansera Engineering Ltd · 3.63%
Larsen & Toubro Ltd · 3.53%
Divis Laboratories Ltd · 3.36%
Tsf Investments Ltd · 3.01%
Jio Financial Services Ltd · 2.82%
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%
1% / 1% / –