Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Renaissance - Midcap Portfolio
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%
3.30%
6 Months
8.59%
9.86%
1 Year
1.40%
0.86%
3 Years
11.84%
8.29%
5 Years
6.21%
15.11%
Since Inception
7.85%
11.40%
Fund Age
5 yrs 3 mo
8 yrs 7 mo
AUM
₹3.73 Cr
₹119.22 Cr
Alpha – 1 Year
−3.32%
1.21%
Alpha – 3 Years
−0.25%
−0.71%
Information Ratio – 3 Years
0.11
-0.05
Volatility – 1 Year
23.13%
21.27%
Volatility – 3 Years
17.54%
19.22%
Beta – 1 Year
1.25
1.20
Beta – 3 Years
0.97
1.19
Sharpe Ratio – 1 Year
-0.06
-0.10
Sharpe Ratio – 3 Years
0.45
0.25
Worst Rolling Year
5.77%
0.71%
Value at Worst Rolling Year
₹1.06 Cr
₹1.01 Cr
Deepest Drawdown
−23.48%
−29.07%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.76%
Median Rolling Year
12.08%
19.48%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 2% · M 52% · S 44%
Number of Stocks
19
33
Portfolio P/E
26.66
31.12
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%
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / 1% / 0%