ATLAS - Midcap PMS Fund
EQUITY MID & SMALL CAP
Identifies growth-oriented midcap and small-cap companies in their development stage with potential for future large-cap inclusion.
+14.31%
3Y annualised returns
+13.46%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
14 May '21
Total AUM
₹0.76Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity84.0%
Cash16.0%
Equity market cap split
Mid Cap58.5%
Small Cap31.9%
Large Cap8.7%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
3.00%
PMS management
NSNilesh ShahFounder & Managing DirectorView details
NS
Nilesh Shah
Founder & Managing Director
View details
About
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.
PMS house
Atlas Integrated Finance Limited
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