Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Solidarity Advisors - Prudence
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%
8.45%
6 Months
8.59%
29.49%
1 Year
1.40%
37.09%
3 Years
11.84%
18.49%
5 Years
6.21%
12.39%
Since Inception
7.85%
18.64%
Fund Age
5 yrs 3 mo
10 yrs 3 mo
AUM
₹3.73 Cr
₹1,760.35 Cr
Alpha – 1 Year
−3.32%
32.37%
Alpha – 3 Years
−0.25%
6.40%
Information Ratio – 3 Years
0.11
0.52
Volatility – 1 Year
23.13%
25.02%
Volatility – 3 Years
17.54%
18.27%
Beta – 1 Year
1.25
1.22
Beta – 3 Years
0.97
0.89
Sharpe Ratio – 1 Year
-0.06
1.18
Sharpe Ratio – 3 Years
0.45
0.74
Worst Rolling Year
5.77%
-0.28%
Value at Worst Rolling Year
₹1.06 Cr
₹1.00 Cr
Deepest Drawdown
−23.48%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
12.08%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 11% · S 71%
Number of Stocks
19
13
Portfolio P/E
26.66
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%