Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Sundaram Alternate - VOYAGER
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%
4.52%
6 Months
8.59%
24.02%
1 Year
1.40%
36.06%
3 Years
11.84%
24.43%
5 Years
6.21%
16.10%
Since Inception
7.85%
15.98%
Fund Age
5 yrs 3 mo
14 yrs 10 mo
AUM
₹3.73 Cr
₹214.08 Cr
Alpha – 1 Year
−3.32%
31.34%
Alpha – 3 Years
−0.25%
12.34%
Information Ratio – 3 Years
0.11
1.07
Volatility – 1 Year
23.13%
26.85%
Volatility – 3 Years
17.54%
19.70%
Beta – 1 Year
1.25
1.34
Beta – 3 Years
0.97
1.03
Sharpe Ratio – 1 Year
-0.06
1.08
Sharpe Ratio – 3 Years
0.45
0.96
Worst Rolling Year
5.77%
-9.81%
Value at Worst Rolling Year
₹1.06 Cr
₹0.90 Cr
Deepest Drawdown
−23.48%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
12.08%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 40% · M 33% · S 24%
Number of Stocks
19
31
Portfolio P/E
26.66
42.55
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 · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
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%