Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Nippon - Absolute Freedom - ABS
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Nippon - Absolute Freedom - ABS
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%
5.68%
6 Months
8.59%
10.98%
1 Year
1.40%
10.72%
3 Years
11.84%
15.83%
5 Years
6.21%
13.58%
Since Inception
7.85%
14.48%
Fund Age
5 yrs 3 mo
21 yrs 11 mo
AUM
₹3.73 Cr
₹8.51 Cr
Alpha – 1 Year
−3.32%
6.00%
Alpha – 3 Years
−0.25%
3.74%
Information Ratio – 3 Years
0.11
0.71
Volatility – 1 Year
23.13%
16.38%
Volatility – 3 Years
17.54%
14.45%
Beta – 1 Year
1.25
0.87
Beta – 3 Years
0.97
0.89
Sharpe Ratio – 1 Year
-0.06
0.33
Sharpe Ratio – 3 Years
0.45
0.72
Worst Rolling Year
5.77%
-12.28%
Value at Worst Rolling Year
₹1.06 Cr
₹0.88 Cr
Deepest Drawdown
−23.48%
−17.66%
Recovery Period
Not yet recovered
197 days
1-Year Rolling Windows Positive
100.00%
90.88%
Median Rolling Year
12.08%
13.32%
5-Year Rolling Windows Positive
100.00%
98.04%
Market-Cap Mix
L 3% · M 32% · S 59%
L 23% · M 15% · S 43%
Number of Stocks
19
30
Portfolio P/E
26.66
39.84
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%
Other Equity · 11.39%
Cash & Cash Equivalent · 7.18%
One 97 Communications Ltd · 4.17%
Neuland Laboratories Ltd · 4.14%
Delhivery Ltd · 4.02%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
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%