Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Green Lantern - Alpha Fund
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Green Lantern - Alpha Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.22%
−0.10%
6 Months
8.59%
6.51%
1 Year
1.40%
15.14%
3 Years
11.84%
23.23%
5 Years
6.21%
23.21%
Since Inception
7.85%
29.55%
Fund Age
5 yrs 3 mo
6 yrs 6 mo
AUM
₹3.73 Cr
₹66.34 Cr
Alpha – 1 Year
−3.32%
10.42%
Alpha – 3 Years
−0.25%
11.14%
Information Ratio – 3 Years
0.11
1.31
Volatility – 1 Year
23.13%
19.62%
Volatility – 3 Years
17.54%
17.58%
Beta – 1 Year
1.25
1.01
Beta – 3 Years
0.97
1.01
Sharpe Ratio – 1 Year
-0.06
0.54
Sharpe Ratio – 3 Years
0.45
0.98
Worst Rolling Year
5.77%
23.09%
Value at Worst Rolling Year
₹1.06 Cr
₹1.23 Cr
Deepest Drawdown
−23.48%
−16.37%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
34.82%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 34% · M 14% · S 34%
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%
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
12% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 0%