Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs NJ - Multicap
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
NJ - Multicap
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%
2.92%
6 Months
8.59%
8.20%
1 Year
1.40%
15.48%
3 Years
11.84%
18.05%
5 Years
6.21%
15.54%
Since Inception
7.85%
14.61%
Fund Age
5 yrs 3 mo
10 yrs 4 mo
AUM
₹3.73 Cr
₹747.6 Cr
Alpha – 1 Year
−3.32%
15.83%
Alpha – 3 Years
−0.25%
9.06%
Information Ratio – 3 Years
0.11
0.72
Volatility – 1 Year
23.13%
18.67%
Volatility – 3 Years
17.54%
21.45%
Beta – 1 Year
1.25
1.12
Beta – 3 Years
0.97
1.31
Sharpe Ratio – 1 Year
-0.06
0.58
Sharpe Ratio – 3 Years
0.45
0.64
Worst Rolling Year
5.77%
-13.89%
Value at Worst Rolling Year
₹1.06 Cr
₹0.86 Cr
Deepest Drawdown
−23.48%
−30.97%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
77.45%
Median Rolling Year
12.08%
21.11%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 35% · M 50% · S 14%
Number of Stocks
19
25
Portfolio P/E
26.66
31.22
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%
Laurus Labs Ltd · 5.74%
Bharat Forge Ltd · 5.63%
Bharat Electronics Ltd · 5.04%
Navin Fluorine International Ltd · 4.96%
Radico Khaitan Ltd · 4.69%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Financial Services · 33.34%
Automobile and Auto Components · 21.64%
Healthcare · 13.06%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / 0% / 0%