Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
MRG Capital - Wealth Protector
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.22%
0.67%
6 Months
8.59%
1.38%
1 Year
1.40%
7.78%
3 Years
11.84%
12.37%
5 Years
6.21%
10.07%
Since Inception
7.85%
13.18%
Fund Age
5 yrs 3 mo
6 yrs 8 mo
AUM
₹3.73 Cr
₹1.13 Cr
Alpha – 1 Year
−3.32%
8.13%
Alpha – 3 Years
−0.25%
3.37%
Information Ratio – 3 Years
0.11
0.42
Volatility – 1 Year
23.13%
17.12%
Volatility – 3 Years
17.54%
14.65%
Beta – 1 Year
1.25
0.93
Beta – 3 Years
0.97
0.90
Sharpe Ratio – 1 Year
-0.06
0.21
Sharpe Ratio – 3 Years
0.45
0.51
Worst Rolling Year
5.77%
10.01%
Value at Worst Rolling Year
₹1.06 Cr
₹1.10 Cr
Deepest Drawdown
−23.48%
−15.65%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
15.34%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 3% · M 32% · S 59%
L 34% · M 14% · S 34%
Number of Stocks
19
43
Portfolio P/E
26.66
30.39
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%
Titan Company Ltd · 11.70%
ICICI Pru Silver ETF · 10.73%
Castrol India Ltd · 9.17%
Larsen & Toubro Ltd · 6.16%
Cash & Cash Equivalent · 4.35%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 1% / 0%