ATLAS - Midcap PMS Fund

Atlas Integrated Finance Ltd
SMALL AND MID CAP

29

Out of 29*
Compare
Share

Portfolio age 3 years, 9 months

-5.38%

-3.43%

Hurdle Rate** 0.00%

Fixed fee 2.00%

Min. Investment ₹50 Lac

*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

TRAILING PERFORMANCE

(As on 31/01/2025)

Compare the performance of the PMS scheme against benchmark across different time periods.

DETAILED PORTFOLIO

EQUITY (75.63%)

CASH AND EQUIVALENT (21.33%)

OTHERS (3.04%)

Allocation by Market Cap

Small Cap (31.37%)

Mid Cap (44.26%)

Sector Holdings

Financial Services 14.04%
Metals & Mining 10.75%
Chemicals 9.88%
Capital Goods 8.97%
Diversified 8.10%

Stock Holdings

Cash & Cash Equivalents 21.33%
Godrej Industries Ltd 8.10%
Honeywell Automation India Ltd 7.08%
Steel Authority of India Ltd 6.70%
Idfc First Bank Limited 6.41%

PORTFOLIO MANAGERS

Nilesh Shah

Manager Rank 29 Out of 29
i
Rank is based on 3-year return
Schemes Managed 3
Total AUM Undisclosed
Highest Return In 1 Yr 17.20%

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

1M 3M 6M 1Y 3Y 5Y

table
Grid

ATLAS - Multicap PMS Fund

AUM (₹ Cr)

UNDISC.

Hurdle Rate

0% or 20%

Benchmark

S&P BSE 500 TRI

FUND SUMMARY

AUM (₹ Cr)

UNDISC. (As on Jan, 2025)

Inception Date

May 14, 2021

Min. Investment

₹50 Lac

SIP Option

Not Available

STP Option

Not Available

Exit Load

Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in >1-2 years, 0% thereafter.

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

Fee Structure

Fixed Fee

2.00%

Variable Fee

No Option

Hurdle Rate

0% or 20%

Profit Sharing

0 % or 20% Profit sharing above 20% Hurdle

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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.