Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.22%
−0.04%
6 Months
8.59%
0.28%
1 Year
1.40%
2.14%
3 Years
11.84%
10.02%
5 Years
6.21%
13.15%
Since Inception
7.85%
11.46%
Fund Age
5 yrs 3 mo
8 yrs 7 mo
AUM
₹3.73 Cr
₹585.94 Cr
Alpha – 1 Year
−3.32%
2.49%
Alpha – 3 Years
−0.25%
1.02%
Information Ratio – 3 Years
0.11
0.18
Volatility – 1 Year
23.13%
16.38%
Volatility – 3 Years
17.54%
14.42%
Beta – 1 Year
1.25
1.00
Beta – 3 Years
0.97
0.96
Sharpe Ratio – 1 Year
-0.06
-0.13
Sharpe Ratio – 3 Years
0.45
0.38
Worst Rolling Year
5.77%
3.37%
Value at Worst Rolling Year
₹1.06 Cr
₹1.03 Cr
Deepest Drawdown
−23.48%
−17.04%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 65% · M 26% · S 8%
Number of Stocks
19
31
Portfolio P/E
26.66
22.71
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%
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
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%