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Momentum 20 Pms Fund
Momentum 20 Pms Fund

Momentum 20 Pms Fund

  • Atlas Integrated Finance Ltd
  • MULTI CAP
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Portfolio age1 year, 2 months
-2.26%
0.06%
Hurdle Rate**10%
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 30/11/2024)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (100%)
Allocation by Market Cap
Small Cap (0%)
Mid Cap (0%)
Large Cap (0%)
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

No data found

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Nov, 2024)
Inception Date
May 14, 2024
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.00%
Variable Fee
No Option
Hurdle Rate
10%
Profit Sharing
15% Profit Sharing above 10% hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

Momentum 20 Pms Fund

Investment Approach

Momentum 20 Pms Fund

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Multicap
AUM (₹ Cr)
₹81.41 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 250
Fixed Fee
1.25%
Scheme Return
19.41%
Benchmark Return
3.68%
2Point2 Capital - Long Term Value Fund
AUM (₹ Cr)
₹1,683.07 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 250
Fixed Fee
No Option
Scheme Return
12.1%
Benchmark Return
3.7%
Maxiom PMS - GEM
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6% or 25%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 250
Fixed Fee
2.50%
Scheme Return
7.94%
Benchmark Return
3.37%
NJ AMC - Multicap
AUM (₹ Cr)
₹758.63 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 250
Fixed Fee
2.00%
Scheme Return
7.85%
Benchmark Return
3.37%
Carnelian - Bespoke Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 250
Fixed Fee
1.50%
Scheme Return
7.57%
Benchmark Return
3.68%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 250
Fixed Fee
2.50%
Scheme Return
6.94%
Benchmark Return
3.68%
*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 58.94 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap and 1 Small And Mid Cap schemes.

AUM (₹ cr)

58.94 (As on Jun, 2025)

Number of Schemes

3
Schemes From This AMC
  • table
  • Grid
Compare
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
73 Out of 250
Fixed Fee
2.00%
Scheme Return
4.39%
Benchmark Return
3.68%
ATLAS - Midcap PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category
SMALL AND MID CAP
Category Rank
25 Out of 54
Fixed Fee
2.00%
Scheme Return
3.96%
Benchmark Return
3.68%
ATLAS - Multicap PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
143 Out of 250
Fixed Fee
2.00%
Scheme Return
3.39%
Benchmark Return
3.68%
*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 Momentum 20 Pms Fund?
The hurdle rate of Momentum 20 Pms Fund is 10%.
What is the fixed fee charged in Momentum 20 Pms Fund ?
The fixed fee charged in Momentum 20 Pms Fund is 2.00%.
What is the variable fee charged in Momentum 20 Pms Fund ?
There is no option for Variable fee.
What is the profit sharing in Momentum 20 Pms Fund ?
The profit sharing in Momentum 20 Pms Fund is 15% Profit Sharing above 10% hurdle.
What is the minimum investment in Momentum 20 Pms Fund ?
The minimum investment in Momentum 20 Pms Fund is ₹50 Lacs
What type of scheme is Momentum 20 Pms Fund?
Momentum 20 Pms Fund is an Equity scheme. It falls in the MULTI CAP category.
What is the inception date of Momentum 20 Pms Fund?
The inception date of Momentum 20 Pms Fund is May 14, 2024.
What is the exit load of Momentum 20 Pms Fund?
Exit load is 0%

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