Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
Wealth Managers - Focused Leadership 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%
4.79%
6 Months
8.59%
13.10%
1 Year
1.40%
18.11%
3 Years
11.84%
14.56%
5 Years
6.21%
8.71%
Since Inception
7.85%
13.67%
Fund Age
5 yrs 3 mo
11 yrs 2 mo
AUM
₹3.73 Cr
₹138.06 Cr
Alpha – 1 Year
−3.32%
18.46%
Alpha – 3 Years
−0.25%
5.57%
Information Ratio – 3 Years
0.11
0.62
Volatility – 1 Year
23.13%
22.83%
Volatility – 3 Years
17.54%
16.72%
Beta – 1 Year
1.25
1.29
Beta – 3 Years
0.97
1.00
Sharpe Ratio – 1 Year
-0.06
0.61
Sharpe Ratio – 3 Years
0.45
0.55
Worst Rolling Year
5.77%
-8.44%
Value at Worst Rolling Year
₹1.06 Cr
₹0.92 Cr
Deepest Drawdown
−23.48%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
12.08%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 38% · M 14% · S 45%
Number of Stocks
19
18
Portfolio P/E
26.66
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%