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 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.

ATLAS - Midcap PMS Fund

Q: 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%.

Atlas Integrated Finance Ltd
Small AND Mid Cap

30
Out of 31*
Compare
Share

Portfolio age5 years, 2 months

-0.93%

1.73%

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

TRAILING PERFORMANCE

(As on 30/06/2026)

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

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (4.51%)

Allocation by Market Cap

Small Cap (44.46%)

Mid Cap (42.24%)

Large Cap (8.79%)

Sector Holdings

Information Technology21.32%
Metals & Mining13.61%
ETF10.73%
Diversified10.19%
Construction8.84%

Stock Holdings

DSP BSE Liquid Rate ETF10.73%
Godrej Industries Ltd.10.19%
Steel Authority of India Ltd.9.13%
ACC Ltd7.91%
EIH Ltd7.53%

PORTFOLIO MANAGERS

Nilesh Shah

Manager Rank31 Out of 42
i
Rank is based on 3-year return
Schemes Managed5
Total AUM188.32999999999998
Highest Return In 1 Yr6.32%

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

Compare

Envision Capital - India Opportunities

AUM (₹ Cr)

₹127.73 Cr

Hurdle Rate

10.00%

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

25 Out of 283

Fixed Fee

No Option

Scheme Return

7.38%

Benchmark Return

1.73%

Envision New Frontiers

AUM (₹ Cr)

₹9.65 Cr

Hurdle Rate

No Option

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

37 Out of 283

Fixed Fee

No Option

Scheme Return

6.35%

Benchmark Return

1.73%

Debt Equity Hybrid PMS Fund

AUM (₹ Cr)

₹45.13 Cr

Hurdle Rate

Nil

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

196 Out of 283

Fixed Fee

2.00%

Scheme Return

1.78%

Benchmark Return

1.73%

ATLAS - Midcap PMS Fund

AUM (₹ Cr)

₹3.57 Cr

Hurdle Rate

Nil

Benchmark

S&P BSE 500 TRI

Category

Small AND Mid Cap

Category Rank

61 Out of 61

Fixed Fee

2.00%

Scheme Return

-0.93%

Benchmark Return

1.73%

ATLAS - Multicap PMS Fund

AUM (₹ Cr)

₹2.25 Cr

Hurdle Rate

Nil

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

281 Out of 283

Fixed Fee

2.00%

Scheme Return

-3.72%

Benchmark Return

1.73%

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)

3.57

(As on Jun, 2026)

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

Time Weighted Rate of Return

FEE 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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INVESTMENT 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.