Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs ATLAS - Debt Equity Hybrid Pms Fund
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
ATLAS - Debt Equity Hybrid Pms Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
−1.41%
6 Months
7.53%
−1.89%
1 Year
10.69%
−1.71%
3 Years
9.96%
14.33%
5 Years
10.97%
13.36%
Since Inception
20.53%
22.84%
Fund Age
14 yrs 7 mo
5 yrs 5 mo
AUM
₹132.39 Cr
₹46.26 Cr
Alpha – 1 Year
5.97%
−6.43%
Alpha – 3 Years
−2.13%
2.24%
Information Ratio – 3 Years
-0.28
0.22
Volatility – 1 Year
20.88%
19.18%
Volatility – 3 Years
19.08%
17.80%
Beta – 1 Year
1.15
1.02
Beta – 3 Years
1.12
1.04
Sharpe Ratio – 1 Year
0.34
-0.27
Sharpe Ratio – 3 Years
0.32
0.55
Worst Rolling Year
-4.87%
13.68%
Value at Worst Rolling Year
₹0.95 Cr
₹1.14 Cr
Deepest Drawdown
−22.42%
−20.80%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
21.14%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 69% · M 8% · S 22%
Number of Stocks
23
65
Portfolio P/E
60.38
28.49
Top 5 Holdings
Bajaj Finance Ltd · 7.00%
Piramal Finance Ltd · 7.00%
Shriram Finance Ltd · 7.00%
ICICI Bank Ltd · 6.00%
Apollo Hospitals Enterprise Ltd · 5.00%
Tata Investment Corporation Ltd · 10.26%
Trent Ltd · 6.85%
Titan Company Ltd · 5.27%
ICICI Bank Ltd · 4.18%
Bajaj Finance Ltd · 4.13%
Top Sectors
—
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%