Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
JM Financial - India Resurgent
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.22%
4.15%
6 Months
8.59%
18.21%
1 Year
1.40%
19.11%
3 Years
11.84%
23.58%
5 Years
6.21%
18.40%
Since Inception
7.85%
13.93%
Fund Age
5 yrs 3 mo
11 yrs 4 mo
AUM
₹3.73 Cr
₹13.37 Cr
Alpha – 1 Year
−3.32%
16.13%
Alpha – 3 Years
−0.25%
11.69%
Information Ratio – 3 Years
0.11
1.24
Volatility – 1 Year
23.13%
18.18%
Volatility – 3 Years
17.54%
17.99%
Beta – 1 Year
1.25
0.94
Beta – 3 Years
0.97
1.01
Sharpe Ratio – 1 Year
-0.06
0.75
Sharpe Ratio – 3 Years
0.45
0.97
Worst Rolling Year
5.77%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−23.48%
−20.05%
Recovery Period
Not yet recovered
162 days
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 27% · M 15% · S 55%
Number of Stocks
19
32
Portfolio P/E
26.66
41.94
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%
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
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%