Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Nippon - High Conviction Equity - HCEP
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Nippon - High Conviction Equity - HCEP
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%
3.27%
6 Months
8.59%
6.66%
1 Year
1.40%
7.95%
3 Years
11.84%
14.01%
5 Years
6.21%
12.40%
Since Inception
7.85%
16.07%
Fund Age
5 yrs 3 mo
12 yrs 5 mo
AUM
₹3.73 Cr
₹27.98 Cr
Alpha – 1 Year
−3.32%
3.23%
Alpha – 3 Years
−0.25%
1.92%
Information Ratio – 3 Years
0.11
0.55
Volatility – 1 Year
23.13%
16.42%
Volatility – 3 Years
17.54%
14.36%
Beta – 1 Year
1.25
0.92
Beta – 3 Years
0.97
0.91
Sharpe Ratio – 1 Year
-0.06
0.15
Sharpe Ratio – 3 Years
0.45
0.63
Worst Rolling Year
5.77%
-4.39%
Value at Worst Rolling Year
₹1.06 Cr
₹0.96 Cr
Deepest Drawdown
−23.48%
−17.36%
Recovery Period
Not yet recovered
532 days
1-Year Rolling Windows Positive
100.00%
97.43%
Median Rolling Year
12.08%
15.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 25% · M 6% · S 37%
Number of Stocks
19
30
Portfolio P/E
26.66
29.90
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 · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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%