Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs IFM Largecap Fund
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
IFM Largecap Fund
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%
−0.16%
6 Months
8.59%
−3.46%
1 Year
1.40%
−0.34%
3 Years
11.84%
—
5 Years
6.21%
—
Since Inception
7.85%
−3.49%
Fund Age
5 yrs 3 mo
14 mo
AUM
₹3.73 Cr
₹116.7 Cr
Alpha – 1 Year
−3.32%
0.01%
Alpha – 3 Years
−0.25%
—
Information Ratio – 3 Years
0.11
—
Volatility – 1 Year
23.13%
17.33%
Volatility – 3 Years
17.54%
—
Beta – 1 Year
1.25
1.08
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.06
-0.24
Sharpe Ratio – 3 Years
0.45
—
Worst Rolling Year
5.77%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−23.48%
−16.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
12.08%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 3% · M 32% · S 59%
L 83% · M 6% · S 9%
Number of Stocks
19
26
Portfolio P/E
26.66
24.23
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%
ICICI Bank Ltd · 11.42%
HDFC Bank Ltd · 9.79%
Reliance Industries Ltd · 8.22%
Infosys Ltd · 6.55%
Bharti Airtel Ltd · 5.79%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
Fixed Fee
2.00% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
—