Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
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%
0.95%
6 Months
8.59%
11.98%
1 Year
1.40%
18.12%
3 Years
11.84%
18.24%
5 Years
6.21%
—
Since Inception
7.85%
20.21%
Fund Age
5 yrs 3 mo
4 yrs 8 mo
AUM
₹3.73 Cr
₹424.87 Cr
Alpha – 1 Year
−3.32%
13.40%
Alpha – 3 Years
−0.25%
6.15%
Information Ratio – 3 Years
0.11
0.85
Volatility – 1 Year
23.13%
22.44%
Volatility – 3 Years
17.54%
19.69%
Beta – 1 Year
1.25
1.22
Beta – 3 Years
0.97
1.10
Sharpe Ratio – 1 Year
-0.06
0.61
Sharpe Ratio – 3 Years
0.45
0.80
Worst Rolling Year
5.77%
18.24%
Value at Worst Rolling Year
₹1.06 Cr
₹1.18 Cr
Deepest Drawdown
−23.48%
−25.57%
Recovery Period
Not yet recovered
337 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
24.33%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 3% · M 32% · S 59%
M 1% · S 89%
Number of Stocks
19
30
Portfolio P/E
26.66
23.45
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 · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Fixed Fee
2.00% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 0% / 0%