Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Green Portfolio - Dividend Yield Fund
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Green Portfolio - Dividend Yield 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%
4.23%
6 Months
8.59%
20.17%
1 Year
1.40%
23.99%
3 Years
11.84%
27.20%
5 Years
6.21%
23.84%
Since Inception
7.85%
30.10%
Fund Age
5 yrs 3 mo
6 yrs 10 mo
AUM
₹3.73 Cr
₹35.35 Cr
Alpha – 1 Year
−3.32%
21.01%
Alpha – 3 Years
−0.25%
15.30%
Information Ratio – 3 Years
0.11
0.93
Volatility – 1 Year
23.13%
22.70%
Volatility – 3 Years
17.54%
22.95%
Beta – 1 Year
1.25
1.18
Beta – 3 Years
0.97
1.16
Sharpe Ratio – 1 Year
-0.06
0.81
Sharpe Ratio – 3 Years
0.45
0.94
Worst Rolling Year
5.77%
23.60%
Value at Worst Rolling Year
₹1.06 Cr
₹1.24 Cr
Deepest Drawdown
−23.48%
−22.14%
Recovery Period
Not yet recovered
199 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
32.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 23% · M 14% · S 63%
Number of Stocks
19
28
Portfolio P/E
26.66
19.32
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%
Vedanta Ltd · 11.17%
Great Eastern Shipping Company Ltd · 7.63%
Alivus Life Sciences Ltd · 6.86%
Cash & Cash Equivalent · 6.86%
Banco Products (India) Ltd · 6.74%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
—
Fixed Fee
2.00% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%