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Momentum 20 Pms Fund
Momentum 20 Pms Fund

Momentum 20 Pms Fund

  • Atlas Integrated Finance Ltd
  • Multi Cap AND Flexi Cap
  • 92
    Out of 253*
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Portfolio age2 years, 3 months
-2.3%
1.73%
Hurdle Rate**0.00%
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 31/07/2026)
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 (0.4%)
Allocation by Market Cap
Small Cap (87.38%)
Mid Cap (8.62%)
Large Cap (3.6%)
Sector Holdings
  • Capital Goods25.52%
  • Healthcare12.36%
  • Automobile and Auto Components11.91%
  • Telecommunication11.63%
  • Fast Moving Consumer Goods8.64%
Stock Holdings
  • Cupid Limited8.64%
  • Sterlite Technologies Limited.7.89%
  • MTAR Technologies Limited7.81%
  • Acutaas Chemicals Limited6.57%
  • Thangamayil Jewellery Limited6.45%

PORTFOLIO MANAGERS

No data found

FUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Jul, 2026)
Inception Date
May 14, 2024
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

FEE STRUCTURE

Fixed Fee
2.00%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
Initial Return up to 20% on the Capital Contribution NIL .Return in excess of 20% on the Capital Contribution 20%
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INVESTMENT PHILOSOPHY

Objective

Momentum 20 Pms Fund

Investment Approach

Momentum 20 Pms Fund

Calculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

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PEER ANALYSIS

  • table
  • Grid
Compare
Momentum 20 Pms Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
262 Out of 278
Fixed Fee
2.00%
Scheme Return
-2.3%
Benchmark Return
1.73%
Strategic Opportunities Series 1
AUM (₹ Cr)
₹5.93 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 278
Fixed Fee
No Option
Scheme Return
10.54%
Benchmark Return
1.73%
Emkay - Capital Builder
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 278
Fixed Fee
2.50%
Scheme Return
7.24%
Benchmark Return
1.73%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 278
Fixed Fee
2.50%
Scheme Return
6.1%
Benchmark Return
1.73%
Avestha - Long Term Growth
AUM (₹ Cr)
₹1,503.25 Cr
Hurdle Rate
0%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 278
Fixed Fee
1.00%
Scheme Return
5.68%
Benchmark Return
1.73%
Dynamic
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 278
Fixed Fee
No Option
Scheme Return
5.67%
Benchmark Return
1.67%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Atlas Integrated Finance Ltd
Atlas Integrated Finance Ltd manages assets worth Rs 71.15 crores. Its current offering of PMS schemes includes 1 Small And Mid Cap and 3 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

71.15 (As on Jun, 2026)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
Compare
ATLAS - Midcap PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
4 Out of 62
Fixed Fee
2.00%
Scheme Return
4.56%
Benchmark Return
1.73%
ATLAS - Multicap PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
19 Out of 278
Fixed Fee
2.00%
Scheme Return
4.31%
Benchmark Return
1.73%
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
72 Out of 278
Fixed Fee
2.00%
Scheme Return
2.57%
Benchmark Return
1.73%
Momentum 20 Pms Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
262 Out of 278
Fixed Fee
2.00%
Scheme Return
-2.3%
Benchmark Return
1.73%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of Momentum 20 Pms Fund?
There is no option for Hurdle rate.
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 Initial Return up to 20% on the Capital Contribution NIL .Return in excess of 20% on the Capital Contribution 20%.
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 AND Flexi 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 3.00% if redeemed in 0-1 year, 0% thereafter.

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