Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Hem Securities - India Rising SME Stars
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Hem Securities - India Rising SME Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.22%
13.08%
6 Months
8.59%
39.75%
1 Year
1.40%
15.14%
3 Years
11.84%
13.51%
5 Years
6.21%
—
Since Inception
7.85%
26.22%
Fund Age
5 yrs 3 mo
4 yrs 6 mo
AUM
₹3.73 Cr
₹81.24 Cr
Alpha – 1 Year
−3.32%
11.38%
Alpha – 3 Years
−0.25%
2.62%
Information Ratio – 3 Years
0.11
0.33
Volatility – 1 Year
23.13%
46.80%
Volatility – 3 Years
17.54%
34.40%
Beta – 1 Year
1.25
2.21
Beta – 3 Years
0.97
1.57
Sharpe Ratio – 1 Year
-0.06
0.38
Sharpe Ratio – 3 Years
0.45
0.37
Worst Rolling Year
5.77%
9.66%
Value at Worst Rolling Year
₹1.06 Cr
₹1.10 Cr
Deepest Drawdown
−23.48%
−43.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
21.78%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 3% · M 32% · S 59%
—
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%
—
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 1% / 0%