Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Marathon Trends - Trend Following
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%
1.43%
6 Months
8.59%
0.81%
1 Year
1.40%
7.79%
3 Years
11.84%
9.10%
5 Years
6.21%
—
Since Inception
7.85%
17.42%
Fund Age
5 yrs 3 mo
8 yrs 11 mo
AUM
₹3.73 Cr
₹342.11 Cr
Alpha – 1 Year
−3.32%
3.07%
Alpha – 3 Years
−0.25%
−2.99%
Information Ratio – 3 Years
0.11
0.29
Volatility – 1 Year
23.13%
17.73%
Volatility – 3 Years
17.54%
15.85%
Beta – 1 Year
1.25
1.00
Beta – 3 Years
0.97
0.98
Sharpe Ratio – 1 Year
-0.06
0.21
Sharpe Ratio – 3 Years
0.45
0.50
Worst Rolling Year
5.77%
9.10%
Value at Worst Rolling Year
₹1.06 Cr
₹1.09 Cr
Deepest Drawdown
−23.48%
−24.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
13.58%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 3% · M 32% · S 59%
L 40% · M 35% · S 22%
Number of Stocks
19
23
Portfolio P/E
26.66
21.69
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%
Cash & Cash Equivalent · 7.05%
Federal Bank Ltd · 6.08%
Bajaj Finance Ltd · 5.79%
Shriram Finance Ltd · 5.46%
AU Small Finance Bank Ltd · 5.38%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%