Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Quest Investment Managers – Multi
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%
6.28%
6 Months
8.59%
16.32%
1 Year
1.40%
11.67%
3 Years
11.84%
19.26%
5 Years
6.21%
13.96%
Since Inception
7.85%
16.00%
Fund Age
5 yrs 3 mo
12 yrs
AUM
₹3.73 Cr
₹725.3 Cr
Alpha – 1 Year
−3.32%
6.95%
Alpha – 3 Years
−0.25%
7.18%
Information Ratio – 3 Years
0.11
0.87
Volatility – 1 Year
23.13%
21.97%
Volatility – 3 Years
17.54%
19.77%
Beta – 1 Year
1.25
1.15
Beta – 3 Years
0.97
1.13
Sharpe Ratio – 1 Year
-0.06
0.37
Sharpe Ratio – 3 Years
0.45
0.73
Worst Rolling Year
5.77%
-10.23%
Value at Worst Rolling Year
₹1.06 Cr
₹0.90 Cr
Deepest Drawdown
−23.48%
−25.02%
Recovery Period
Not yet recovered
525 days
1-Year Rolling Windows Positive
100.00%
93.09%
Median Rolling Year
12.08%
18.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 29% · M 26% · S 42%
Number of Stocks
19
34
Portfolio P/E
26.66
42.87
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%
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
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%