Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
WhiteOak Capital Business Leaders
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%
3.42%
6 Months
8.59%
2.89%
1 Year
1.40%
2.59%
3 Years
11.84%
10.39%
5 Years
6.21%
8.86%
Since Inception
7.85%
11.13%
Fund Age
5 yrs 3 mo
5 yrs 6 mo
AUM
₹3.73 Cr
₹63.54 Cr
Alpha – 1 Year
−3.32%
−0.39%
Alpha – 3 Years
−0.25%
−1.50%
Information Ratio – 3 Years
0.11
-0.34
Volatility – 1 Year
23.13%
16.68%
Volatility – 3 Years
17.54%
13.79%
Beta – 1 Year
1.25
0.95
Beta – 3 Years
0.97
0.88
Sharpe Ratio – 1 Year
-0.06
-0.09
Sharpe Ratio – 3 Years
0.45
0.40
Worst Rolling Year
5.77%
6.98%
Value at Worst Rolling Year
₹1.06 Cr
₹1.07 Cr
Deepest Drawdown
−23.48%
−15.31%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
12.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 3% · M 32% · S 59%
L 69% · M 25% · S 5%
Number of Stocks
19
40
Portfolio P/E
26.66
30.67
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 · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
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%