Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Oro-alpha compounders
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.22%
2.98%
6 Months
8.59%
−0.13%
1 Year
1.40%
−2.80%
3 Years
11.84%
13.20%
5 Years
6.21%
—
Since Inception
7.85%
13.51%
Fund Age
5 yrs 3 mo
3 yrs 8 mo
AUM
₹3.73 Cr
₹30.6 Cr
Alpha – 1 Year
−3.32%
−5.78%
Alpha – 3 Years
−0.25%
1.30%
Information Ratio – 3 Years
0.11
0.16
Volatility – 1 Year
23.13%
16.62%
Volatility – 3 Years
17.54%
16.99%
Beta – 1 Year
1.25
0.93
Beta – 3 Years
0.97
1.05
Sharpe Ratio – 1 Year
-0.06
-0.42
Sharpe Ratio – 3 Years
0.45
0.50
Worst Rolling Year
5.77%
13.00%
Value at Worst Rolling Year
₹1.06 Cr
₹1.13 Cr
Deepest Drawdown
−23.48%
−20.23%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
17.04%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 3% · M 32% · S 59%
L 44% · M 26% · S 17%
Number of Stocks
19
24
Portfolio P/E
26.66
32.10
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%
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%