Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Motilal Oswal-Founders
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%
0.25%
6 Months
8.59%
15.19%
1 Year
1.40%
3.21%
3 Years
11.84%
19.65%
5 Years
6.21%
—
Since Inception
7.85%
25.09%
Fund Age
5 yrs 3 mo
3 yrs 5 mo
AUM
₹3.73 Cr
₹4,148.34 Cr
Alpha – 1 Year
−3.32%
0.23%
Alpha – 3 Years
−0.25%
7.77%
Information Ratio – 3 Years
0.11
0.62
Volatility – 1 Year
23.13%
21.54%
Volatility – 3 Years
17.54%
22.15%
Beta – 1 Year
1.25
1.06
Beta – 3 Years
0.97
1.15
Sharpe Ratio – 1 Year
-0.06
-0.01
Sharpe Ratio – 3 Years
0.45
0.68
Worst Rolling Year
5.77%
19.49%
Value at Worst Rolling Year
₹1.06 Cr
₹1.19 Cr
Deepest Drawdown
−23.48%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 3% · M 32% · S 59%
L 26% · M 35% · S 37%
Number of Stocks
19
26
Portfolio P/E
26.66
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 0% / 0%