Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Green Portfolio - Super 30 Dynamic
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Green Portfolio - Super 30 Dynamic
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.22%
−0.92%
6 Months
8.59%
32.15%
1 Year
1.40%
16.77%
3 Years
11.84%
19.00%
5 Years
6.21%
20.10%
Since Inception
7.85%
27.01%
Fund Age
5 yrs 3 mo
6 yrs 10 mo
AUM
₹3.73 Cr
₹247.64 Cr
Alpha – 1 Year
−3.32%
13.79%
Alpha – 3 Years
−0.25%
7.10%
Information Ratio – 3 Years
0.11
0.30
Volatility – 1 Year
23.13%
39.13%
Volatility – 3 Years
17.54%
29.47%
Beta – 1 Year
1.25
1.87
Beta – 3 Years
0.97
1.36
Sharpe Ratio – 1 Year
-0.06
0.42
Sharpe Ratio – 3 Years
0.45
0.55
Worst Rolling Year
5.77%
15.03%
Value at Worst Rolling Year
₹1.06 Cr
₹1.15 Cr
Deepest Drawdown
−23.48%
−35.86%
Recovery Period
Not yet recovered
94 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
31.90%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
S 80%
Number of Stocks
19
42
Portfolio P/E
26.66
42.30
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%
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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%