Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.22%
3.26%
6 Months
8.59%
4.03%
1 Year
1.40%
0.70%
3 Years
11.84%
10.01%
5 Years
6.21%
8.40%
Since Inception
7.85%
14.84%
Fund Age
5 yrs 3 mo
7 yrs 10 mo
AUM
₹3.73 Cr
₹2,937.84 Cr
Alpha – 1 Year
−3.32%
−2.28%
Alpha – 3 Years
−0.25%
−1.88%
Information Ratio – 3 Years
0.11
-0.37
Volatility – 1 Year
23.13%
17.90%
Volatility – 3 Years
17.54%
14.65%
Beta – 1 Year
1.25
1.00
Beta – 3 Years
0.97
0.93
Sharpe Ratio – 1 Year
-0.06
-0.18
Sharpe Ratio – 3 Years
0.45
0.35
Worst Rolling Year
5.77%
7.25%
Value at Worst Rolling Year
₹1.06 Cr
₹1.07 Cr
Deepest Drawdown
−23.48%
−18.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
15.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 58% · M 15% · S 26%
Number of Stocks
19
71
Portfolio P/E
26.66
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%