Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.22%
0.30%
6 Months
8.59%
26.99%
1 Year
1.40%
26.29%
3 Years
11.84%
27.01%
5 Years
6.21%
—
Since Inception
7.85%
35.84%
Fund Age
5 yrs 3 mo
4 yrs 3 mo
AUM
₹3.73 Cr
₹521.91 Cr
Alpha – 1 Year
−3.32%
28.33%
Alpha – 3 Years
−0.25%
20.36%
Information Ratio – 3 Years
0.11
—
Volatility – 1 Year
23.13%
31.27%
Volatility – 3 Years
17.54%
25.96%
Beta – 1 Year
1.25
—
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.06
0.72
Sharpe Ratio – 3 Years
0.45
0.85
Worst Rolling Year
5.77%
27.02%
Value at Worst Rolling Year
₹1.06 Cr
₹1.27 Cr
Deepest Drawdown
−23.48%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
36.88%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 3% · M 32% · S 59%
—
Number of Stocks
19
49
Portfolio P/E
26.66
21.17
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%
—
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
—
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
—