Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Purnartha One Strategy
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Purnartha One Strategy
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%
−1.07%
6 Months
8.59%
4.90%
1 Year
1.40%
8.20%
3 Years
11.84%
—
5 Years
6.21%
—
Since Inception
7.85%
8.35%
Fund Age
5 yrs 3 mo
2 yrs 11 mo
AUM
₹3.73 Cr
₹5.79 Cr
Alpha – 1 Year
−3.32%
1.34%
Alpha – 3 Years
−0.25%
—
Information Ratio – 3 Years
0.11
—
Volatility – 1 Year
23.13%
14.87%
Volatility – 3 Years
17.54%
11.97%
Beta – 1 Year
1.25
1.50
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.06
0.25
Sharpe Ratio – 3 Years
0.45
0.34
Worst Rolling Year
5.77%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−23.48%
−10.35%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
12.08%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 3% · M 32% · S 59%
L 23% · M 8% · S 15%
Number of Stocks
19
—
Portfolio P/E
26.66
20.01
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%
Max Healthcare Institute Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Lloyds Metals & Energy Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Coforge Ltd · 0.00%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%