Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Geojit - Ethical Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Geojit - Ethical Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.22%
1.73%
6 Months
8.59%
9.02%
1 Year
1.40%
1.62%
3 Years
11.84%
4.68%
5 Years
6.21%
—
Since Inception
7.85%
5.77%
Fund Age
5 yrs 3 mo
4 yrs 7 mo
AUM
₹3.73 Cr
₹13.09 Cr
Alpha – 1 Year
−3.32%
−3.10%
Alpha – 3 Years
−0.25%
−7.41%
Information Ratio – 3 Years
0.11
-1.02
Volatility – 1 Year
23.13%
18.69%
Volatility – 3 Years
17.54%
17.05%
Beta – 1 Year
1.25
0.99
Beta – 3 Years
0.97
1.00
Sharpe Ratio – 1 Year
-0.06
-0.11
Sharpe Ratio – 3 Years
0.45
0.01
Worst Rolling Year
5.77%
2.83%
Value at Worst Rolling Year
₹1.06 Cr
₹1.03 Cr
Deepest Drawdown
−23.48%
−28.39%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
7.57%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 3% · M 32% · S 59%
L 33% · M 17% · S 45%
Number of Stocks
19
30
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%
CG Power & Industrial Solutions Ltd · 5.45%
Hero MotoCorp Ltd · 4.98%
Hindustan Unilever Ltd · 4.10%
Pondy Oxides & Chemicals Ltd · 4.08%
Nestle India Ltd · 4.04%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Capital Goods · 21.40%
Fast Moving Consumer Goods · 19.05%
Automobile and Auto Components · 14.58%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
—