Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Phillip Capital - Signature India Portfolio
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%
3.08%
6 Months
8.59%
14.24%
1 Year
1.40%
9.21%
3 Years
11.84%
8.31%
5 Years
6.21%
7.74%
Since Inception
7.85%
11.80%
Fund Age
5 yrs 3 mo
10 yrs 3 mo
AUM
₹3.73 Cr
₹251.07 Cr
Alpha – 1 Year
−3.32%
4.51%
Alpha – 3 Years
−0.25%
−2.91%
Information Ratio – 3 Years
0.11
-0.50
Volatility – 1 Year
23.13%
21.09%
Volatility – 3 Years
17.54%
15.86%
Beta – 1 Year
1.25
1.13
Beta – 3 Years
0.97
0.93
Sharpe Ratio – 1 Year
-0.06
0.27
Sharpe Ratio – 3 Years
0.45
0.26
Worst Rolling Year
5.77%
-3.45%
Value at Worst Rolling Year
₹1.06 Cr
₹0.97 Cr
Deepest Drawdown
−23.48%
−19.63%
Recovery Period
Not yet recovered
469 days
1-Year Rolling Windows Positive
100.00%
97.82%
Median Rolling Year
12.08%
11.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 30% · M 32% · S 34%
Number of Stocks
19
28
Portfolio P/E
26.66
55.43
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%
Divis Laboratories Ltd · 5.41%
ICICI Bank Ltd · 4.92%
Coforge Ltd · 4.49%
Syrma SGS Technology Ltd · 4.18%
HDFC Bank Ltd · 4.16%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%