Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Magadh - Future Stars
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Magadh - Future Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.22%
3.10%
6 Months
8.59%
4.24%
1 Year
1.40%
17.00%
3 Years
11.84%
21.79%
5 Years
6.21%
20.77%
Since Inception
7.85%
20.65%
Fund Age
5 yrs 3 mo
5 yrs
AUM
₹3.73 Cr
₹88.27 Cr
Alpha – 1 Year
−3.32%
12.28%
Alpha – 3 Years
−0.25%
9.70%
Information Ratio – 3 Years
0.11
1.38
Volatility – 1 Year
23.13%
20.96%
Volatility – 3 Years
17.54%
18.52%
Beta – 1 Year
1.25
1.12
Beta – 3 Years
0.97
1.04
Sharpe Ratio – 1 Year
-0.06
0.60
Sharpe Ratio – 3 Years
0.45
1.04
Worst Rolling Year
5.77%
21.72%
Value at Worst Rolling Year
₹1.06 Cr
₹1.22 Cr
Deepest Drawdown
−23.48%
−18.76%
Recovery Period
Not yet recovered
428 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
30.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 19% · M 45% · S 35%
Number of Stocks
19
25
Portfolio P/E
26.66
27.45
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 · 10.50%
V2 Retail Ltd · 9.50%
Bank of Maharashtra · 9.16%
Eternal Ltd · 8.75%
Bank of India · 8.20%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0.5% / 0% / 0%