Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Silver Arch - India Equity Portfolio
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%
6.91%
6 Months
8.59%
15.63%
1 Year
1.40%
20.01%
3 Years
11.84%
17.10%
5 Years
6.21%
15.64%
Since Inception
7.85%
13.05%
Fund Age
5 yrs 3 mo
8 yrs 11 mo
AUM
₹3.73 Cr
₹46.46 Cr
Alpha – 1 Year
−3.32%
15.29%
Alpha – 3 Years
−0.25%
5.01%
Information Ratio – 3 Years
0.11
0.88
Volatility – 1 Year
23.13%
20.61%
Volatility – 3 Years
17.54%
19.98%
Beta – 1 Year
1.25
0.94
Beta – 3 Years
0.97
1.02
Sharpe Ratio – 1 Year
-0.06
0.73
Sharpe Ratio – 3 Years
0.45
0.85
Worst Rolling Year
5.77%
-3.76%
Value at Worst Rolling Year
₹1.06 Cr
₹0.96 Cr
Deepest Drawdown
−23.48%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
12.08%
19.74%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 27% · M 34% · S 33%
Number of Stocks
19
25
Portfolio P/E
26.66
41.42
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%
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%