Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.22%
7.67%
6 Months
8.59%
27.70%
1 Year
1.40%
47.52%
3 Years
11.84%
23.98%
5 Years
6.21%
15.87%
Since Inception
7.85%
18.55%
Fund Age
5 yrs 3 mo
16 yrs 2 mo
AUM
₹3.73 Cr
₹1,022.92 Cr
Alpha – 1 Year
−3.32%
42.80%
Alpha – 3 Years
−0.25%
11.89%
Information Ratio – 3 Years
0.11
1.12
Volatility – 1 Year
23.13%
28.29%
Volatility – 3 Years
17.54%
20.76%
Beta – 1 Year
1.25
1.36
Beta – 3 Years
0.97
1.07
Sharpe Ratio – 1 Year
-0.06
1.33
Sharpe Ratio – 3 Years
0.45
0.99
Worst Rolling Year
5.77%
-4.58%
Value at Worst Rolling Year
₹1.06 Cr
₹0.95 Cr
Deepest Drawdown
−23.48%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
12.08%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 22% · M 32% · S 42%
Number of Stocks
19
26
Portfolio P/E
26.66
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / 0% / 0%