Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.22%
10.15%
6 Months
8.59%
31.39%
1 Year
1.40%
26.01%
3 Years
11.84%
19.28%
5 Years
6.21%
23.67%
Since Inception
7.85%
28.23%
Fund Age
5 yrs 3 mo
5 yrs 4 mo
AUM
₹3.73 Cr
₹483.07 Cr
Alpha – 1 Year
−3.32%
21.29%
Alpha – 3 Years
−0.25%
7.19%
Information Ratio – 3 Years
0.11
0.38
Volatility – 1 Year
23.13%
27.77%
Volatility – 3 Years
17.54%
26.19%
Beta – 1 Year
1.25
1.29
Beta – 3 Years
0.97
1.20
Sharpe Ratio – 1 Year
-0.06
0.78
Sharpe Ratio – 3 Years
0.45
0.61
Worst Rolling Year
5.77%
19.29%
Value at Worst Rolling Year
₹1.06 Cr
₹1.19 Cr
Deepest Drawdown
−23.48%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 12% · M 6% · S 81%
Number of Stocks
19
63
Portfolio P/E
26.66
62.66
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%
—
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%