Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Motilal Oswal - Value Migration
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Motilal Oswal - Value Migration
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%
0.78%
6 Months
8.59%
11.75%
1 Year
1.40%
−2.37%
3 Years
11.84%
17.81%
5 Years
6.21%
14.66%
Since Inception
7.85%
18.91%
Fund Age
5 yrs 3 mo
23 yrs 5 mo
AUM
₹3.73 Cr
₹3,220.2 Cr
Alpha – 1 Year
−3.32%
−5.35%
Alpha – 3 Years
−0.25%
5.93%
Information Ratio – 3 Years
0.11
0.54
Volatility – 1 Year
23.13%
21.49%
Volatility – 3 Years
17.54%
20.84%
Beta – 1 Year
1.25
1.07
Beta – 3 Years
0.97
1.13
Sharpe Ratio – 1 Year
-0.06
-0.27
Sharpe Ratio – 3 Years
0.45
0.64
Worst Rolling Year
5.77%
-7.44%
Value at Worst Rolling Year
₹1.06 Cr
₹0.93 Cr
Deepest Drawdown
−23.48%
−27.33%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
94.32%
Median Rolling Year
12.08%
14.52%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 3% · M 32% · S 59%
L 28% · M 48% · S 19%
Number of Stocks
19
27
Portfolio P/E
26.66
57.85
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 · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
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%