Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
TCG Transformative Growth Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.22%
2.52%
6 Months
8.59%
12.02%
1 Year
1.40%
4.98%
3 Years
11.84%
—
5 Years
6.21%
—
Since Inception
7.85%
2.03%
Fund Age
5 yrs 3 mo
1 yr 10 mo
AUM
₹3.73 Cr
₹167.29 Cr
Alpha – 1 Year
−3.32%
0.26%
Alpha – 3 Years
−0.25%
—
Information Ratio – 3 Years
0.11
—
Volatility – 1 Year
23.13%
26.96%
Volatility – 3 Years
17.54%
—
Beta – 1 Year
1.25
1.44
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.06
0.10
Sharpe Ratio – 3 Years
0.45
—
Worst Rolling Year
5.77%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−23.48%
−22.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
12.08%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 3% · M 32% · S 59%
M 5% · S 94%
Number of Stocks
19
20
Portfolio P/E
26.66
37.20
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%
Equitas Small Finance Bank Ltd · 8.70%
ZF Commercial Vehicle Control System India Ltd · 7.59%
Intellect Design Arena Ltd · 6.10%
D B Corp Ltd · 6.08%
Shivalik Bimetal Controls Ltd · 5.83%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Financial Services · 20.78%
Capital Goods · 20.46%
Automobile and Auto Components · 18.36%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2.5% / 1.5% / 0%