Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs ICICI Prudential - Contra Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
ICICI Prudential - Contra Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.22%
0.77%
6 Months
8.59%
0.72%
1 Year
1.40%
7.26%
3 Years
11.84%
15.71%
5 Years
6.21%
16.27%
Since Inception
7.85%
18.01%
Fund Age
5 yrs 3 mo
7 yrs 11 mo
AUM
₹3.73 Cr
₹14,208.27 Cr
Alpha – 1 Year
−3.32%
2.54%
Alpha – 3 Years
−0.25%
3.62%
Information Ratio – 3 Years
0.11
0.79
Volatility – 1 Year
23.13%
16.69%
Volatility – 3 Years
17.54%
15.09%
Beta – 1 Year
1.25
0.95
Beta – 3 Years
0.97
0.95
Sharpe Ratio – 1 Year
-0.06
0.18
Sharpe Ratio – 3 Years
0.45
0.70
Worst Rolling Year
5.77%
12.54%
Value at Worst Rolling Year
₹1.06 Cr
₹1.13 Cr
Deepest Drawdown
−23.48%
−18.56%
Recovery Period
Not yet recovered
241 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
23.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 68% · M 7% · S 24%
Number of Stocks
19
42
Portfolio P/E
26.66
25.76
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%
Bharti Airtel Ltd · 6.77%
Tata Steel Ltd · 4.97%
Eternal Ltd · 4.94%
Larsen & Toubro Ltd · 4.75%
ICICI Bank Ltd · 4.64%
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%
1% / 0% / 0%