Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Lakewater Advisors - India Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.22%
−5.12%
6 Months
8.59%
10.94%
1 Year
1.40%
14.16%
3 Years
11.84%
7.74%
5 Years
6.21%
3.22%
Since Inception
7.85%
10.15%
Fund Age
5 yrs 3 mo
7 yrs 2 mo
AUM
₹3.73 Cr
₹34.95 Cr
Alpha – 1 Year
−3.32%
14.51%
Alpha – 3 Years
−0.25%
−1.26%
Information Ratio – 3 Years
0.11
-0.10
Volatility – 1 Year
23.13%
25.75%
Volatility – 3 Years
17.54%
17.58%
Beta – 1 Year
1.25
1.43
Beta – 3 Years
0.97
1.06
Sharpe Ratio – 1 Year
-0.06
0.43
Sharpe Ratio – 3 Years
0.45
0.21
Worst Rolling Year
5.77%
-2.37%
Value at Worst Rolling Year
₹1.06 Cr
₹0.98 Cr
Deepest Drawdown
−23.48%
−19.75%
Recovery Period
Not yet recovered
57 days
1-Year Rolling Windows Positive
100.00%
96.22%
Median Rolling Year
12.08%
9.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 41% · M 32% · S 26%
Number of Stocks
19
19
Portfolio P/E
26.66
40.21
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%
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%