- Manager
- Atlas Integrated Finance
- Service
- Discretionary
- Asset class
- Equity
Midcap PMS Fund
−4.87%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Atlas Integrated Finance’s Midcap PMS Fund returned −4.87% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹3.96 crore across its clients.
Key numbers
- AUM
- ₹3.96 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 1.52×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −6.02% | −5.57% | −0.45% |
| 3 months | −1.96% | −3.59% | +1.63% |
| 6 months | +15.99% | +8.07% | +7.92% |
| 1 year | −4.87% | −2.33% | −2.54% |
| 2 years | −2.10% | −3.93% | +1.83% |
| 3 years | +9.75% | +9.20% | +0.55% |
| 4 years | +8.03% | +11.22% | −3.19% |
| 5 years | +4.53% | +8.91% | −4.38% |
| Since inception | +6.49% | +12.09% | −5.60% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity99.44%₹3.94 Cr
- Cash and other0.56%₹0.02 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- ₹0.50 Cr
- Turnover, month
- 0.06×
- Turnover, past year
- 1.52×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Midcap PMS Fund returned?
−4.87% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.02%; 3 months: −1.96%; 6 months: 15.99%; 1 year: −4.87%; 2 years: −2.10%; 3 years: 9.75%; 4 years: 8.03%; 5 years: 4.53%; Since inception: 6.49%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 2.54 percentage points behind.
How much does Midcap PMS Fund manage?
₹3.96 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Midcap PMS Fund?
Atlas Integrated Finance, a SEBI-registered portfolio manager (INP000000530), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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