Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
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%
1.87%
6 Months
8.59%
3.49%
1 Year
1.40%
5.55%
3 Years
11.84%
12.97%
5 Years
6.21%
—
Since Inception
7.85%
12.27%
Fund Age
5 yrs 3 mo
4 yrs 3 mo
AUM
₹3.73 Cr
₹25.94 Cr
Alpha – 1 Year
−3.32%
−0.42%
Alpha – 3 Years
−0.25%
2.07%
Information Ratio – 3 Years
0.11
0.10
Volatility – 1 Year
23.13%
15.73%
Volatility – 3 Years
17.54%
12.26%
Beta – 1 Year
1.25
1.56
Beta – 3 Years
0.97
1.42
Sharpe Ratio – 1 Year
-0.06
0.07
Sharpe Ratio – 3 Years
0.45
0.62
Worst Rolling Year
5.77%
11.68%
Value at Worst Rolling Year
₹1.06 Cr
₹1.12 Cr
Deepest Drawdown
−23.48%
−11.81%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
17.02%
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%
Nippon India ETF Nifty 50 BeES · 23.05%
Invesco India - Invesco EQQQ NASDAQ-100 ETF Fund of Fund - Dir (G) · 21.38%
Nippon India ETF Nifty Midcap 150 · 12.79%
Nippon India ETF Nifty Next 50 Junior BeES · 12.02%
Motilal Oswal NASDAQ-100 ETF · 8.02%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
—
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%