Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Right Horizons - Perennial
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%
−0.19%
6 Months
8.59%
11.46%
1 Year
1.40%
8.21%
3 Years
11.84%
12.09%
5 Years
6.21%
11.81%
Since Inception
7.85%
13.34%
Fund Age
5 yrs 3 mo
5 yrs 3 mo
AUM
₹3.73 Cr
₹34.29 Cr
Alpha – 1 Year
−3.32%
5.23%
Alpha – 3 Years
−0.25%
0.21%
Information Ratio – 3 Years
0.11
0.17
Volatility – 1 Year
23.13%
24.84%
Volatility – 3 Years
17.54%
21.42%
Beta – 1 Year
1.25
1.25
Beta – 3 Years
0.97
1.08
Sharpe Ratio – 1 Year
-0.06
0.21
Sharpe Ratio – 3 Years
0.45
0.49
Worst Rolling Year
5.77%
7.11%
Value at Worst Rolling Year
₹1.06 Cr
₹1.07 Cr
Deepest Drawdown
−23.48%
−34.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 5% · M 7% · S 69%
Number of Stocks
19
37
Portfolio P/E
26.66
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2.5% / 0% / 0%