Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.22%
3.93%
6 Months
8.59%
25.32%
1 Year
1.40%
18.21%
3 Years
11.84%
32.70%
5 Years
6.21%
23.63%
Since Inception
7.85%
28.38%
Fund Age
5 yrs 3 mo
7 yrs 10 mo
AUM
₹3.73 Cr
₹8,686.39 Cr
Alpha – 1 Year
−3.32%
13.49%
Alpha – 3 Years
−0.25%
20.61%
Information Ratio – 3 Years
0.11
1.92
Volatility – 1 Year
23.13%
22.97%
Volatility – 3 Years
17.54%
19.40%
Beta – 1 Year
1.25
1.12
Beta – 3 Years
0.97
0.98
Sharpe Ratio – 1 Year
-0.06
0.61
Sharpe Ratio – 3 Years
0.45
1.30
Worst Rolling Year
5.77%
17.00%
Value at Worst Rolling Year
₹1.06 Cr
₹1.17 Cr
Deepest Drawdown
−23.48%
−22.23%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
30.47%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 37% · M 30% · S 25%
Number of Stocks
19
43
Portfolio P/E
26.66
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 0% / 0%