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ATLAS - Midcap PMS Fund
ATLAS - Midcap PMS Fund

ATLAS - Midcap PMS Fund

  • Atlas Integrated Finance Ltd
  • Small AND Mid Cap
  • 29
    Out of 35*
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Portfolio age4 years, 9 months
-2.02%
-0.24%
Hurdle Rate**Nil
Fixed fee2.00%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/12/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (15.99%)
Allocation by Market Cap
Small Cap (34.38%)
Mid Cap (41.06%)
Large Cap (8.57%)
Sector Holdings
  • Metals & Mining18.11%
  • Financial Services13.63%
  • Construction9.63%
  • Healthcare9.01%
  • Diversified8.82%
Stock Holdings
  • Cash & Cash Equivalents15.99%
  • Godrej Industries Ltd.8.82%
  • Idfc First Bank Limited7.52%
  • Steel Authority of India Ltd.7.15%
  • National Aluminium Co. Ltd.6.89%

bt_logoPORTFOLIO MANAGERS

Nilesh Shah
  • Manager Rank29 Out of 35
    i
    Rank is based on 3-year return
  • Schemes Managed4
  • Total AUMUndisclosed
  • Highest Return In 1 Yr5.16%
Profile

He is a Founder & Managing Director of Atlas Integrated Finance Ltd. He holds a B.E. in Electrical from V.J.T.I. & D.A.M. from Jamnalal Bajaj Institute Of Management Studies.

Other Schemes
  • table
  • Grid
Compare
ATLAS - Multicap PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
82 Out of 263
Fixed Fee
2.00%
Scheme Return
-0.31%
Benchmark Return
-0.24%
Debt Equity Hybrid PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
144 Out of 263
Fixed Fee
2.00%
Scheme Return
-1.15%
Benchmark Return
-0.24%
ATLAS - Midcap PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
33 Out of 54
Fixed Fee
2.00%
Scheme Return
-2.02%
Benchmark Return
-0.24%
Envision Capital - India Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
206 Out of 263
Fixed Fee
No Option
Scheme Return
-2.18%
Benchmark Return
-0.24%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Dec, 2025)
Inception Date
May 14, 2021
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 3.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.00%
Variable Fee
Nil
Hurdle Rate
Nil
Profit Sharing
Return Generated % Profit Sharing Initial Return up to 20% p. a. on the Capital Contribution NIL Return in excess of 20%p. a. on the Capital Contribution 20%
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bt_logoINVESTMENT PHILOSOPHY

Objective

Objective is to identify those growth oriented companies from the midcap and small cap space which are currently in their development stage and are constantly improving their market share in addition to the growth in their sales and profits.Such stocks currently do not form a part of Nifty 50 and Nifty Next 50 but have the potential to be included in them.

Investment Approach

Objective is to identify those growth oriented companies from the midcap and small cap space which are currently in their development stage and are constantly improving their market share in addition to the growth in their sales and profits.Such stocks currently do not form a part of Nifty 50 and Nifty Next 50 but have the potential to be included in them.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
ATLAS - Midcap PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category Rank
33 Out of 54
Fixed Fee
2.00%
Scheme Return
-2.02%
Benchmark Return
-0.24%
Avenue Fund
AUM (₹ Cr)
₹140.15 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 54
Fixed Fee
2.00%
Scheme Return
3.17%
Benchmark Return
-0.24%
Shriram Future GEMS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 54
Fixed Fee
No Option
Scheme Return
3.09%
Benchmark Return
-0.28%
QED Capital - Alphabets
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 54
Fixed Fee
1.00%
Scheme Return
1.74%
Benchmark Return
-0.24%
Green Lantern - Growth Fund
AUM (₹ Cr)
₹1,274.09 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 54
Fixed Fee
No Option
Scheme Return
1.61%
Benchmark Return
-0.24%
Trivantage Capital - Small and Midcap Financials
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 54
Fixed Fee
2.50%
Scheme Return
1.54%
Benchmark Return
-0.28%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Atlas Integrated Finance Ltd
Atlas Integrated Finance Ltd manages assets worth Rs 70.34 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap and 1 Small And Mid Cap schemes.

AUM (₹ cr)

70.34 (As on Dec, 2025)

Number of Schemes

3
Schemes From This AMC
  • table
  • Grid
Compare
ATLAS - Multicap PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
82 Out of 263
Fixed Fee
2.00%
Scheme Return
-0.31%
Benchmark Return
-0.24%
Debt Equity Hybrid PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
144 Out of 263
Fixed Fee
2.00%
Scheme Return
-1.15%
Benchmark Return
-0.24%
ATLAS - Midcap PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
33 Out of 54
Fixed Fee
2.00%
Scheme Return
-2.02%
Benchmark Return
-0.24%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of ATLAS - Midcap PMS Fund?
The hurdle rate of ATLAS - Midcap PMS Fund is Nil.
What is the fixed fee charged in ATLAS - Midcap PMS Fund ?
The fixed fee charged in ATLAS - Midcap PMS Fund is 2.00%.
What is the variable fee charged in ATLAS - Midcap PMS Fund ?
The variable fee charged in ATLAS - Midcap PMS Fund is Nil.
What is the profit sharing in ATLAS - Midcap PMS Fund ?
The profit sharing in ATLAS - Midcap PMS Fund is Return Generated % Profit Sharing Initial Return up to 20% p. a. on the Capital Contribution NIL Return in excess of 20%p. a. on the Capital Contribution 20%.
What is the minimum investment in ATLAS - Midcap PMS Fund ?
The minimum investment in ATLAS - Midcap PMS Fund is ₹50 Lacs
What type of scheme is ATLAS - Midcap PMS Fund?
ATLAS - Midcap PMS Fund is an Equity scheme. It falls in the Small AND Mid Cap category.
What is the inception date of ATLAS - Midcap PMS Fund?
The inception date of ATLAS - Midcap PMS Fund is May 14, 2021.
What is the exit load of ATLAS - Midcap PMS Fund?
Exit load is 3.00% if redeemed in 0-1 year, 0% thereafter.

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