Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Right Horizons - All Seasons
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%
1.32%
6 Months
8.59%
3.83%
1 Year
1.40%
9.77%
3 Years
11.84%
13.19%
5 Years
6.21%
12.01%
Since Inception
7.85%
14.38%
Fund Age
5 yrs 3 mo
6 yrs 8 mo
AUM
₹3.73 Cr
₹42.66 Cr
Alpha – 1 Year
−3.32%
3.80%
Alpha – 3 Years
−0.25%
2.30%
Information Ratio – 3 Years
0.11
0.23
Volatility – 1 Year
23.13%
15.84%
Volatility – 3 Years
17.54%
12.64%
Beta – 1 Year
1.25
1.56
Beta – 3 Years
0.97
1.48
Sharpe Ratio – 1 Year
-0.06
0.32
Sharpe Ratio – 3 Years
0.45
0.70
Worst Rolling Year
5.77%
9.09%
Value at Worst Rolling Year
₹1.06 Cr
₹1.09 Cr
Deepest Drawdown
−23.48%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 37% · M 21% · S 27%
Number of Stocks
19
16
Portfolio P/E
26.66
—
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 1% / 0%