Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs SHREE RAMA MANAGERS - Shree Vriddhi Plan
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
SHREE RAMA MANAGERS - Shree Vriddhi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.22%
−3.00%
6 Months
8.59%
11.07%
1 Year
1.40%
9.25%
3 Years
11.84%
3.01%
5 Years
6.21%
—
Since Inception
7.85%
10.50%
Fund Age
5 yrs 3 mo
4 yrs 2 mo
AUM
₹3.73 Cr
₹74.56 Cr
Alpha – 1 Year
−3.32%
6.27%
Alpha – 3 Years
−0.25%
−8.88%
Information Ratio – 3 Years
0.11
-0.48
Volatility – 1 Year
23.13%
15.51%
Volatility – 3 Years
17.54%
18.23%
Beta – 1 Year
1.25
0.71
Beta – 3 Years
0.97
0.88
Sharpe Ratio – 1 Year
-0.06
0.29
Sharpe Ratio – 3 Years
0.45
-0.05
Worst Rolling Year
5.77%
3.02%
Value at Worst Rolling Year
₹1.06 Cr
₹1.03 Cr
Deepest Drawdown
−23.48%
−41.63%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
9.99%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 3% · M 32% · S 59%
—
Number of Stocks
19
—
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%
—
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
—
Fixed Fee
2.00% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%