Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
White Oak India Select Equity 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%
4.84%
6 Months
8.59%
7.61%
1 Year
1.40%
−0.76%
3 Years
11.84%
11.28%
5 Years
6.21%
9.58%
Since Inception
7.85%
11.67%
Fund Age
5 yrs 3 mo
7 yrs 11 mo
AUM
₹3.73 Cr
₹12.5 Cr
Alpha – 1 Year
−3.32%
−3.74%
Alpha – 3 Years
−0.25%
−0.61%
Information Ratio – 3 Years
0.11
-0.06
Volatility – 1 Year
23.13%
20.02%
Volatility – 3 Years
17.54%
16.21%
Beta – 1 Year
1.25
1.05
Beta – 3 Years
0.97
0.91
Sharpe Ratio – 1 Year
-0.06
-0.22
Sharpe Ratio – 3 Years
0.45
0.41
Worst Rolling Year
5.77%
8.66%
Value at Worst Rolling Year
₹1.06 Cr
₹1.09 Cr
Deepest Drawdown
−23.48%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 36% · M 30% · S 35%
Number of Stocks
19
15
Portfolio P/E
26.66
35.71
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 · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
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%