Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Quest Investment Managers – Flagship
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%
6.42%
6 Months
8.59%
15.63%
1 Year
1.40%
0.27%
3 Years
11.84%
12.69%
5 Years
6.21%
8.81%
Since Inception
7.85%
15.48%
Fund Age
5 yrs 3 mo
18 yrs 10 mo
AUM
₹3.73 Cr
₹406.27 Cr
Alpha – 1 Year
−3.32%
−4.45%
Alpha – 3 Years
−0.25%
0.61%
Information Ratio – 3 Years
0.11
0.21
Volatility – 1 Year
23.13%
22.89%
Volatility – 3 Years
17.54%
19.09%
Beta – 1 Year
1.25
1.13
Beta – 3 Years
0.97
1.05
Sharpe Ratio – 1 Year
-0.06
-0.11
Sharpe Ratio – 3 Years
0.45
0.45
Worst Rolling Year
5.77%
-10.83%
Value at Worst Rolling Year
₹1.06 Cr
₹0.89 Cr
Deepest Drawdown
−23.48%
−31.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
91.19%
Median Rolling Year
12.08%
17.32%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 28% · M 26% · S 45%
Number of Stocks
19
29
Portfolio P/E
26.66
38.78
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%
Eternal Ltd · 7.83%
Piramal Pharma Ltd · 7.40%
Viyash Scientific Ltd · 6.22%
Coforge Ltd · 6.21%
Samhi Hotels Ltd · 4.95%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / 0% / 0%