Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Maximal Income Fund
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Maximal Income Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.22%
1.24%
6 Months
8.59%
7.09%
1 Year
1.40%
17.57%
3 Years
11.84%
20.39%
5 Years
6.21%
—
Since Inception
7.85%
19.75%
Fund Age
5 yrs 3 mo
4 yrs 2 mo
AUM
₹3.73 Cr
₹49.8 Cr
Alpha – 1 Year
−3.32%
16.32%
Alpha – 3 Years
−0.25%
14.92%
Information Ratio – 3 Years
0.11
1.66
Volatility – 1 Year
23.13%
7.36%
Volatility – 3 Years
17.54%
8.69%
Beta – 1 Year
1.25
1.50
Beta – 3 Years
0.97
0.91
Sharpe Ratio – 1 Year
-0.06
1.55
Sharpe Ratio – 3 Years
0.45
1.63
Worst Rolling Year
5.77%
18.51%
Value at Worst Rolling Year
₹1.06 Cr
₹1.19 Cr
Deepest Drawdown
−23.48%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
21.68%
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%
—
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
—
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 15%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%