Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.22%
3.29%
6 Months
8.59%
14.68%
1 Year
1.40%
11.65%
3 Years
11.84%
7.09%
5 Years
6.21%
8.41%
Since Inception
7.85%
10.45%
Fund Age
5 yrs 3 mo
10 yrs 5 mo
AUM
₹3.73 Cr
₹24.48 Cr
Alpha – 1 Year
−3.32%
12.00%
Alpha – 3 Years
−0.25%
−1.90%
Information Ratio – 3 Years
0.11
-0.12
Volatility – 1 Year
23.13%
20.48%
Volatility – 3 Years
17.54%
16.32%
Beta – 1 Year
1.25
1.11
Beta – 3 Years
0.97
1.00
Sharpe Ratio – 1 Year
-0.06
0.36
Sharpe Ratio – 3 Years
0.45
0.15
Worst Rolling Year
5.77%
-5.06%
Value at Worst Rolling Year
₹1.06 Cr
₹0.95 Cr
Deepest Drawdown
−23.48%
−24.00%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
12.08%
9.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 41% · M 5% · S 35%
Number of Stocks
19
31
Portfolio P/E
26.66
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / – / –