Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Unifi APJ 20*
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%
3.07%
6 Months
8.59%
13.63%
1 Year
1.40%
10.76%
3 Years
11.84%
13.00%
5 Years
6.21%
13.13%
Since Inception
7.85%
20.07%
Fund Age
5 yrs 3 mo
10 yrs 11 mo
AUM
₹3.73 Cr
₹942.94 Cr
Alpha – 1 Year
−3.32%
6.04%
Alpha – 3 Years
−0.25%
0.91%
Information Ratio – 3 Years
0.11
0.27
Volatility – 1 Year
23.13%
18.61%
Volatility – 3 Years
17.54%
17.55%
Beta – 1 Year
1.25
1.02
Beta – 3 Years
0.97
1.01
Sharpe Ratio – 1 Year
-0.06
0.35
Sharpe Ratio – 3 Years
0.45
0.49
Worst Rolling Year
5.77%
-10.32%
Value at Worst Rolling Year
₹1.06 Cr
₹0.90 Cr
Deepest Drawdown
−23.48%
−17.59%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
100.00%
95.82%
Median Rolling Year
12.08%
19.87%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 15% · M 3% · S 82%
Number of Stocks
19
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Portfolio P/E
26.66
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
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Fixed Fee
2.00% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
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