Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Tamohara - TRUFFLE
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.22%
8.72%
6 Months
8.59%
28.59%
1 Year
1.40%
28.02%
3 Years
11.84%
18.67%
5 Years
6.21%
17.18%
Since Inception
7.85%
20.03%
Fund Age
5 yrs 3 mo
5 yrs 4 mo
AUM
₹3.73 Cr
₹221.27 Cr
Alpha – 1 Year
−3.32%
28.37%
Alpha – 3 Years
−0.25%
9.68%
Information Ratio – 3 Years
0.11
0.87
Volatility – 1 Year
23.13%
22.32%
Volatility – 3 Years
17.54%
17.88%
Beta – 1 Year
1.25
1.03
Beta – 3 Years
0.97
0.95
Sharpe Ratio – 1 Year
-0.06
0.99
Sharpe Ratio – 3 Years
0.45
0.81
Worst Rolling Year
5.77%
13.69%
Value at Worst Rolling Year
₹1.06 Cr
₹1.14 Cr
Deepest Drawdown
−23.48%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 19% · M 4% · S 74%
Number of Stocks
19
29
Portfolio P/E
26.66
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / – / –