Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Purnartha Pratham Strategy
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Purnartha Pratham 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%
5.49%
6 Months
8.59%
9.46%
1 Year
1.40%
17.52%
3 Years
11.84%
14.28%
5 Years
6.21%
9.02%
Since Inception
7.85%
12.49%
Fund Age
5 yrs 3 mo
5 yrs 11 mo
AUM
₹3.73 Cr
₹1,633.45 Cr
Alpha – 1 Year
−3.32%
12.80%
Alpha – 3 Years
−0.25%
2.19%
Information Ratio – 3 Years
0.11
0.28
Volatility – 1 Year
23.13%
23.87%
Volatility – 3 Years
17.54%
18.97%
Beta – 1 Year
1.25
1.12
Beta – 3 Years
0.97
1.06
Sharpe Ratio – 1 Year
-0.06
0.57
Sharpe Ratio – 3 Years
0.45
0.55
Worst Rolling Year
5.77%
7.21%
Value at Worst Rolling Year
₹1.06 Cr
₹1.07 Cr
Deepest Drawdown
−23.48%
−20.29%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
13.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 14% · M 11% · S 40%
Number of Stocks
19
—
Portfolio P/E
26.66
24.05
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%
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables 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%