Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Samvitti-PMS Aggressive Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.22%
10.24%
6 Months
8.59%
31.65%
1 Year
1.40%
26.47%
3 Years
11.84%
18.72%
5 Years
6.21%
16.28%
Since Inception
7.85%
14.51%
Fund Age
5 yrs 3 mo
10 yrs 10 mo
AUM
₹3.73 Cr
₹423.36 Cr
Alpha – 1 Year
−3.32%
21.75%
Alpha – 3 Years
−0.25%
6.63%
Information Ratio – 3 Years
0.11
0.36
Volatility – 1 Year
23.13%
28.25%
Volatility – 3 Years
17.54%
24.90%
Beta – 1 Year
1.25
1.32
Beta – 3 Years
0.97
1.13
Sharpe Ratio – 1 Year
-0.06
0.78
Sharpe Ratio – 3 Years
0.45
0.60
Worst Rolling Year
5.77%
-5.98%
Value at Worst Rolling Year
₹1.06 Cr
₹0.94 Cr
Deepest Drawdown
−23.48%
−31.67%
Recovery Period
Not yet recovered
492 days
1-Year Rolling Windows Positive
100.00%
86.69%
Median Rolling Year
12.08%
14.66%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 12% · M 6% · S 82%
Number of Stocks
19
62
Portfolio P/E
26.66
61.63
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%
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
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%