Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Geojit - Freedom Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Geojit - Freedom Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.22%
2.33%
6 Months
8.59%
5.53%
1 Year
1.40%
9.60%
3 Years
11.84%
6.75%
5 Years
6.21%
7.07%
Since Inception
7.85%
13.02%
Fund Age
5 yrs 3 mo
14 yrs 9 mo
AUM
₹3.73 Cr
₹179.27 Cr
Alpha – 1 Year
−3.32%
9.95%
Alpha – 3 Years
−0.25%
−2.25%
Information Ratio – 3 Years
0.11
-0.39
Volatility – 1 Year
23.13%
17.14%
Volatility – 3 Years
17.54%
14.92%
Beta – 1 Year
1.25
1.04
Beta – 3 Years
0.97
1.00
Sharpe Ratio – 1 Year
-0.06
0.31
Sharpe Ratio – 3 Years
0.45
0.15
Worst Rolling Year
5.77%
-6.19%
Value at Worst Rolling Year
₹1.06 Cr
₹0.94 Cr
Deepest Drawdown
−23.48%
−21.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.53%
Median Rolling Year
12.08%
12.72%
5-Year Rolling Windows Positive
100.00%
99.15%
Market-Cap Mix
L 3% · M 32% · S 59%
L 69% · M 12% · S 15%
Number of Stocks
19
22
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%
ICICI Bank Ltd · 9.74%
Reliance Industries Ltd · 8.27%
Bharat Electronics Ltd · 6.87%
CG Power & Industrial Solutions Ltd · 5.96%
Maruti Suzuki India Ltd · 5.89%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
—