Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Ksema - Alpha
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Ksema - Alpha
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%
1.08%
6 Months
8.59%
1.74%
1 Year
1.40%
10.49%
3 Years
11.84%
12.80%
5 Years
6.21%
12.91%
Since Inception
7.85%
15.37%
Fund Age
5 yrs 3 mo
7 yrs 7 mo
AUM
₹3.73 Cr
₹15.96 Cr
Alpha – 1 Year
−3.32%
10.84%
Alpha – 3 Years
−0.25%
3.80%
Information Ratio – 3 Years
0.11
0.47
Volatility – 1 Year
23.13%
19.22%
Volatility – 3 Years
17.54%
17.53%
Beta – 1 Year
1.25
1.18
Beta – 3 Years
0.97
1.15
Sharpe Ratio – 1 Year
-0.06
0.34
Sharpe Ratio – 3 Years
0.45
0.48
Worst Rolling Year
5.77%
12.46%
Value at Worst Rolling Year
₹1.06 Cr
₹1.12 Cr
Deepest Drawdown
−23.48%
−19.38%
Recovery Period
Not yet recovered
275 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
18.63%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 64% · M 15% · S 21%
Number of Stocks
19
38
Portfolio P/E
26.66
24.65
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 · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Financial Services · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
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% / 1%