Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs MoneyGrow Asset-Large Midcap
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
MoneyGrow Asset-Large Midcap
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%
1.12%
6 Months
8.59%
9.15%
1 Year
1.40%
11.50%
3 Years
11.84%
15.21%
5 Years
6.21%
—
Since Inception
7.85%
17.99%
Fund Age
5 yrs 3 mo
3 yrs 4 mo
AUM
₹3.73 Cr
₹113.51 Cr
Alpha – 1 Year
−3.32%
11.85%
Alpha – 3 Years
−0.25%
6.21%
Information Ratio – 3 Years
0.11
0.97
Volatility – 1 Year
23.13%
21.57%
Volatility – 3 Years
17.54%
16.25%
Beta – 1 Year
1.25
1.26
Beta – 3 Years
0.97
1.09
Sharpe Ratio – 1 Year
-0.06
0.37
Sharpe Ratio – 3 Years
0.45
0.63
Worst Rolling Year
5.77%
14.24%
Value at Worst Rolling Year
₹1.06 Cr
₹1.14 Cr
Deepest Drawdown
−23.48%
−19.23%
Recovery Period
Not yet recovered
79 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
15.47%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 3% · M 32% · S 59%
L 33% · M 28% · S 38%
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
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%