Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs JM Financial - Focus
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
JM Financial - Focus
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%
1.03%
6 Months
8.59%
6.82%
1 Year
1.40%
3.42%
3 Years
11.84%
13.55%
5 Years
6.21%
9.47%
Since Inception
7.85%
15.08%
Fund Age
5 yrs 3 mo
13 yrs 9 mo
AUM
₹3.73 Cr
₹319.05 Cr
Alpha – 1 Year
−3.32%
0.44%
Alpha – 3 Years
−0.25%
1.66%
Information Ratio – 3 Years
0.11
0.24
Volatility – 1 Year
23.13%
13.79%
Volatility – 3 Years
17.54%
15.92%
Beta – 1 Year
1.25
0.75
Beta – 3 Years
0.97
0.91
Sharpe Ratio – 1 Year
-0.06
-0.08
Sharpe Ratio – 3 Years
0.45
0.53
Worst Rolling Year
5.77%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−23.48%
−20.24%
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 63% · M 12% · S 18%
Number of Stocks
19
49
Portfolio P/E
26.66
33.08
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 · 6.48%
HDFC Bank Ltd · 5.81%
Axis Bank Ltd · 5.40%
Divis Laboratories Ltd · 5.04%
Pidilite Industries Ltd · 4.93%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Capital Goods · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 0%