Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
SMC Global - Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.22%
5.80%
6 Months
8.59%
20.03%
1 Year
1.40%
17.27%
3 Years
11.84%
12.81%
5 Years
6.21%
11.98%
Since Inception
7.85%
14.70%
Fund Age
5 yrs 3 mo
6 yrs 10 mo
AUM
₹3.73 Cr
₹201.68 Cr
Alpha – 1 Year
−3.32%
12.55%
Alpha – 3 Years
−0.25%
0.73%
Information Ratio – 3 Years
0.11
0.15
Volatility – 1 Year
23.13%
22.73%
Volatility – 3 Years
17.54%
20.11%
Beta – 1 Year
1.25
1.17
Beta – 3 Years
0.97
1.13
Sharpe Ratio – 1 Year
-0.06
0.58
Sharpe Ratio – 3 Years
0.45
0.44
Worst Rolling Year
5.77%
7.98%
Value at Worst Rolling Year
₹1.06 Cr
₹1.08 Cr
Deepest Drawdown
−23.48%
−25.65%
Recovery Period
Not yet recovered
520 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
16.09%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 38% · M 4% · S 49%
Number of Stocks
19
24
Portfolio P/E
26.66
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%