Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Sundaram Alternate - SISOP
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%
5.72%
6 Months
8.59%
23.48%
1 Year
1.40%
38.68%
3 Years
11.84%
26.01%
5 Years
6.21%
16.58%
Since Inception
7.85%
18.98%
Fund Age
5 yrs 3 mo
16 yrs 6 mo
AUM
₹3.73 Cr
₹1,885.18 Cr
Alpha – 1 Year
−3.32%
33.96%
Alpha – 3 Years
−0.25%
13.92%
Information Ratio – 3 Years
0.11
1.27
Volatility – 1 Year
23.13%
28.06%
Volatility – 3 Years
17.54%
20.41%
Beta – 1 Year
1.25
1.39
Beta – 3 Years
0.97
1.06
Sharpe Ratio – 1 Year
-0.06
1.12
Sharpe Ratio – 3 Years
0.45
1.06
Worst Rolling Year
5.77%
-4.06%
Value at Worst Rolling Year
₹1.06 Cr
₹0.96 Cr
Deepest Drawdown
−23.48%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
12.08%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 3% · M 32% · S 59%
L 40% · M 32% · S 24%
Number of Stocks
19
28
Portfolio P/E
26.66
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%