Atlas Integrated Finance PMS strategies
Atlas Integrated Finance runs 5 portfolio management strategies listed with APMI, managing ₹65.1 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Equity Debt Hybrid | Equity | NILESH SHAH | ₹34.58 Cr | +9.70% | +0.50 pts | — | ₹50 Lakhs | Sep 2026 |
| Multicap PMS Series/1/2025 | Equity | NILESH SHAH | ₹16.4 Cr | — | — | 1% fixed or 20% of profits | ₹50 Lakhs | Sep 2026 |
| Momentum 20 PMS | Equity | NILESH SHAH | ₹7.93 Cr | — | — | 1% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Sep 2026 |
| Midcap | Equity | NILESH SHAH | ₹3.96 Cr | +9.75% | +0.55 pts | — | ₹50 Lakhs | Sep 2026 |
| Multicap | Equity | NILESH SHAH | ₹2.23 Cr | +8.05% | -1.15 pts | — | ₹50 Lakhs | Sep 2026 |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
Talk to a SEBI-registered adviser about PMS