Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Karma - Wealth Builder
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%
4.30%
6 Months
8.59%
9.50%
1 Year
1.40%
10.30%
3 Years
11.84%
13.40%
5 Years
6.21%
13.85%
Since Inception
7.85%
12.90%
Fund Age
5 yrs 3 mo
19 yrs 8 mo
AUM
₹3.73 Cr
₹295.65 Cr
Alpha – 1 Year
−3.32%
5.60%
Alpha – 3 Years
−0.25%
1.30%
Information Ratio – 3 Years
0.11
0.46
Volatility – 1 Year
23.13%
20.18%
Volatility – 3 Years
17.54%
17.30%
Beta – 1 Year
1.25
1.09
Beta – 3 Years
0.97
1.05
Sharpe Ratio – 1 Year
-0.06
0.32
Sharpe Ratio – 3 Years
0.45
0.49
Worst Rolling Year
5.77%
-20.52%
Value at Worst Rolling Year
₹1.06 Cr
₹0.79 Cr
Deepest Drawdown
−23.48%
−12.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.46%
Median Rolling Year
12.08%
16.95%
5-Year Rolling Windows Positive
100.00%
98.31%
Market-Cap Mix
L 3% · M 32% · S 59%
L 21% · M 15% · S 62%
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%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / – / –