Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
8.59%
6.39%
1 Year
1.40%
0.37%
3 Years
11.84%
11.18%
5 Years
6.21%
—
Since Inception
7.85%
4.21%
Fund Age
5 yrs 3 mo
4 yrs 6 mo
AUM
₹3.73 Cr
₹59.82 Cr
Alpha – 1 Year
−3.32%
−2.61%
Alpha – 3 Years
−0.25%
−0.71%
Information Ratio – 3 Years
0.11
0.13
Volatility – 1 Year
23.13%
22.91%
Volatility – 3 Years
17.54%
17.96%
Beta – 1 Year
1.25
1.09
Beta – 3 Years
0.97
1.01
Sharpe Ratio – 1 Year
-0.06
-0.11
Sharpe Ratio – 3 Years
0.45
0.38
Worst Rolling Year
5.77%
3.87%
Value at Worst Rolling Year
₹1.06 Cr
₹1.04 Cr
Deepest Drawdown
−23.48%
−25.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.08%
12.37%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 3% · M 32% · S 59%
L 40% · M 26% · S 33%
Number of Stocks
19
35
Portfolio P/E
26.66
45.30
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 · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
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%