Nilesh Shah
Chairman & Managing Director
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.
Midcap PMS Fund
Atlas Integrated Finance Limited
PMS Small & Mid Cap
Benchmark
S&P BSE 500 TRI
Inception Date
14 May 2021
Min. Investment
₹50,00,000
SIP Available
No
STP Available
No
Investment Strategy
Investment Approach
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.
Investment 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.
Performance Returns
Returns as on 2025-12-31
Trailing Returns
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -2.02% | -0.24% | -1.78% |
| 3 MONTHS | -1.27% | 5.02% | -6.29% |
| 6 MONTHS | -7.44% | 1.63% | -9.07% |
| 1 YEAR | 0.11% | 7.63% | -7.52% |
| 2 YEAR | 10.21% | 11.64% | -1.43% |
| 3 YEAR | 13.70% | 16.40% | -2.70% |
| SINCE INCEPTION | 8.44% | 15.98% | -7.54% |
Calendar Year Performance
| Year | Return |
|---|---|
| CY 2025 | 0.11% |
| CY 2024 | 21.34% |
| CY 2023 | 21.01% |
| CY 2022 | -10.33% |
| CY 2021 | 8.98% |
Financial Year Performance
| Year | Return |
|---|---|
| FY 26_YTD | 6.35% |
| FY 25 | 12.36% |
| FY 24 | 35.20% |
| FY 23 | -13.76% |
| FY 22 | 4.05% |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Managers
Portfolio Details
Portfolio Composition
Large Cap
8.57%
Mid Cap
41.06%
Small Cap
34.38%
Cash & Equivalent
15.99%
Top 5 Holdings
- Cash & Cash Equivalents 15.99%
- Godrej Industries Ltd. 8.82%
- Steel Authority of India Ltd. 7.15%
- National Aluminium Co. Ltd. 6.89%
- HDFC Bank Ltd. 5.66%
Top 5 Sectors
- Metals & Mining 18.11%
- Financial Services 13.63%
- Construction 9.63%
- Diversified 8.82%
- Consumer Services 7.42%
Portfolio Characteristics
total number of stocks
19
top 5 stocks percent
44.51%
top 5 sectors percent
57.61%
average market cap
17832
portfolio age
4 Yrs, 7 Months
sip
Not Available
stp
Not Available
Fee Structure
Fixed Fee
AMC: 2%
Exit Load
Year 1: 3%
Year 2: 2%
Year 3: 0%
Disclaimer
* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest updates.
Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.
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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)