Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Kotak Pioneer Model Strategy Aggressive
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Kotak Pioneer Model Strategy Aggressive
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%
1.96%
6 Months
8.59%
−0.83%
1 Year
1.40%
14.95%
3 Years
11.84%
—
5 Years
6.21%
—
Since Inception
7.85%
15.45%
Fund Age
5 yrs 3 mo
4 yrs 1 mo
AUM
₹3.73 Cr
₹67.74 Cr
Alpha – 1 Year
−3.32%
8.24%
Alpha – 3 Years
−0.25%
—
Information Ratio – 3 Years
0.11
0.30
Volatility – 1 Year
23.13%
16.48%
Volatility – 3 Years
17.54%
12.47%
Beta – 1 Year
1.25
1.58
Beta – 3 Years
0.97
1.45
Sharpe Ratio – 1 Year
-0.06
0.60
Sharpe Ratio – 3 Years
0.45
0.77
Worst Rolling Year
5.77%
13.91%
Value at Worst Rolling Year
₹1.06 Cr
₹1.14 Cr
Deepest Drawdown
−23.48%
−14.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
16.42%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 3% · M 32% · S 59%
—
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%
HDFC Flexi Cap Fund - Direct (G) · 16.48%
Kotak Flexi Cap Fund - Direct (G) · 13.26%
Kotak Quant Fund - Direct (G) · 12.39%
HDFC Large & Mid Cap Fund - Direct (G) · 9.96%
Kotak Active Momentum Fund - Direct (G) · 9.47%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / – / –