Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Green Lantern - Growth Fund
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Green Lantern - Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.22%
1.81%
6 Months
8.59%
9.83%
1 Year
1.40%
13.53%
3 Years
11.84%
28.65%
5 Years
6.21%
30.15%
Since Inception
7.85%
22.72%
Fund Age
5 yrs 3 mo
8 yrs 8 mo
AUM
₹3.73 Cr
₹1,835.92 Cr
Alpha – 1 Year
−3.32%
8.81%
Alpha – 3 Years
−0.25%
16.56%
Information Ratio – 3 Years
0.11
1.28
Volatility – 1 Year
23.13%
19.12%
Volatility – 3 Years
17.54%
18.89%
Beta – 1 Year
1.25
0.96
Beta – 3 Years
0.97
0.91
Sharpe Ratio – 1 Year
-0.06
0.47
Sharpe Ratio – 3 Years
0.45
1.16
Worst Rolling Year
5.77%
-6.00%
Value at Worst Rolling Year
₹1.06 Cr
₹0.94 Cr
Deepest Drawdown
−23.48%
−13.66%
Recovery Period
Not yet recovered
411 days
1-Year Rolling Windows Positive
100.00%
97.32%
Median Rolling Year
12.08%
40.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 24% · M 10% · S 45%
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%
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
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%