Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Unifi BCAD-2-BREAKOUT 20
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Unifi BCAD-2-BREAKOUT 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%
3.01%
6 Months
8.59%
9.93%
1 Year
1.40%
7.49%
3 Years
11.84%
9.34%
5 Years
6.21%
—
Since Inception
7.85%
11.87%
Fund Age
5 yrs 3 mo
4 yrs 7 mo
AUM
₹3.73 Cr
₹1,953.44 Cr
Alpha – 1 Year
−3.32%
2.77%
Alpha – 3 Years
−0.25%
−2.75%
Information Ratio – 3 Years
0.11
-0.26
Volatility – 1 Year
23.13%
19.15%
Volatility – 3 Years
17.54%
16.91%
Beta – 1 Year
1.25
1.06
Beta – 3 Years
0.97
1.03
Sharpe Ratio – 1 Year
-0.06
0.19
Sharpe Ratio – 3 Years
0.45
0.30
Worst Rolling Year
5.77%
8.22%
Value at Worst Rolling Year
₹1.06 Cr
₹1.08 Cr
Deepest Drawdown
−23.48%
−20.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
12.78%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 3% · M 32% · S 59%
L 17% · M 8% · S 75%
Number of Stocks
19
—
Portfolio P/E
26.66
23.80
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
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
—