Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Girik Capital - Multi Cap Growth Equity Strategy
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Girik Capital - Multi Cap Growth Equity Strategy
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%
1.15%
6 Months
8.59%
3.53%
1 Year
1.40%
−0.08%
3 Years
11.84%
14.56%
5 Years
6.21%
12.33%
Since Inception
7.85%
18.88%
Fund Age
5 yrs 3 mo
16 yrs 7 mo
AUM
₹3.73 Cr
₹1,574.57 Cr
Alpha – 1 Year
−3.32%
0.35%
Alpha – 3 Years
−0.25%
5.99%
Information Ratio – 3 Years
0.11
0.72
Volatility – 1 Year
23.13%
16.64%
Volatility – 3 Years
17.54%
15.28%
Beta – 1 Year
1.25
0.97
Beta – 3 Years
0.97
0.94
Sharpe Ratio – 1 Year
-0.06
-0.25
Sharpe Ratio – 3 Years
0.45
0.61
Worst Rolling Year
5.77%
-0.31%
Value at Worst Rolling Year
₹1.06 Cr
₹1.00 Cr
Deepest Drawdown
−23.48%
−22.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.36%
Median Rolling Year
12.08%
22.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 39% · M 8% · S 47%
Number of Stocks
19
33
Portfolio P/E
26.66
40.75
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%
Bajaj Finance Ltd · 6.08%
Eternal Ltd · 5.50%
Bharat Heavy Electricals Ltd · 4.84%
RBL Bank Ltd · 4.82%
HDFC Asset Management Company Ltd · 4.75%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%