Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs White Whale - North Star Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
White Whale - North Star 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%
1.86%
6 Months
8.59%
12.33%
1 Year
1.40%
4.88%
3 Years
11.84%
11.50%
5 Years
6.21%
8.05%
Since Inception
7.85%
12.28%
Fund Age
5 yrs 3 mo
5 yrs 9 mo
AUM
₹3.73 Cr
₹65.79 Cr
Alpha – 1 Year
−3.32%
5.23%
Alpha – 3 Years
−0.25%
2.50%
Information Ratio – 3 Years
0.11
0.20
Volatility – 1 Year
23.13%
22.05%
Volatility – 3 Years
17.54%
16.19%
Beta – 1 Year
1.25
1.25
Beta – 3 Years
0.97
0.98
Sharpe Ratio – 1 Year
-0.06
0.08
Sharpe Ratio – 3 Years
0.45
0.38
Worst Rolling Year
5.77%
2.51%
Value at Worst Rolling Year
₹1.06 Cr
₹1.03 Cr
Deepest Drawdown
−23.48%
−22.63%
Recovery Period
Not yet recovered
143 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
10.42%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 46% · M 9% · S 40%
Number of Stocks
19
16
Portfolio P/E
26.66
40.26
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%
Bajaj Finance Ltd · 10.47%
Cartrade Tech Ltd · 9.73%
One 97 Communications Ltd · 7.24%
MAS Financial Services Ltd · 7.03%
Polycab India Ltd · 6.87%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Financial Services · 35.55%
Healthcare · 17.03%
Consumer Services · 15.11%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 1% / 0%