Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.22%
6.38%
6 Months
8.59%
30.29%
1 Year
1.40%
21.45%
3 Years
11.84%
18.94%
5 Years
6.21%
—
Since Inception
7.85%
23.25%
Fund Age
5 yrs 3 mo
3 yrs 1 mo
AUM
₹3.73 Cr
₹185.04 Cr
Alpha – 1 Year
−3.32%
16.73%
Alpha – 3 Years
−0.25%
6.85%
Information Ratio – 3 Years
0.11
0.59
Volatility – 1 Year
23.13%
29.11%
Volatility – 3 Years
17.54%
25.42%
Beta – 1 Year
1.25
1.26
Beta – 3 Years
0.97
1.13
Sharpe Ratio – 1 Year
-0.06
0.62
Sharpe Ratio – 3 Years
0.45
0.60
Worst Rolling Year
5.77%
18.95%
Value at Worst Rolling Year
₹1.06 Cr
₹1.19 Cr
Deepest Drawdown
−23.48%
−27.74%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
20.62%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 3% · M 32% · S 59%
—
Number of Stocks
19
40
Portfolio P/E
26.66
39.98
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%
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
—
Fixed Fee
2.00% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%