Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Wallfort-Ameya Fund
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Wallfort-Ameya Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.22%
9.87%
6 Months
8.59%
46.37%
1 Year
1.40%
29.61%
3 Years
11.84%
24.62%
5 Years
6.21%
—
Since Inception
7.85%
39.89%
Fund Age
5 yrs 3 mo
20 mo
AUM
₹3.73 Cr
₹147.17 Cr
Alpha – 1 Year
−3.32%
24.89%
Alpha – 3 Years
−0.25%
12.53%
Information Ratio – 3 Years
0.11
—
Volatility – 1 Year
23.13%
25.97%
Volatility – 3 Years
17.54%
29.84%
Beta – 1 Year
1.25
1.03
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.06
0.92
Sharpe Ratio – 3 Years
0.45
1.29
Worst Rolling Year
5.77%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−23.48%
−21.24%
Recovery Period
Not yet recovered
58 days
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%
—
Number of Stocks
19
—
Portfolio P/E
26.66
—
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%
Zaggle Prepaid Ocean Services Ltd · 13.46%
Entero Healthcare Solutions Ltd · 9.96%
Borosil Ltd · 9.07%
Triveni Engineering and Industries Ltd · 8.92%
Rategain Travel Technologies Ltd · 7.62%
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
10% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%