Portfolio Management Services (PMS)Compare Schemes
Aequitas - India Opportunities Product vs ATLAS - Debt Equity Hybrid Pms Fund
Add SchemeGrowth of ₹1 Crore
Aequitas - India Opportunities Product
ATLAS - Debt Equity Hybrid Pms Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.66%
−1.41%
6 Months
−5.56%
−1.89%
1 Year
34.70%
−1.71%
3 Years
27.41%
14.33%
5 Years
32.51%
13.36%
Since Inception
32.15%
22.84%
Fund Age
13 yrs 6 mo
5 yrs 5 mo
AUM
₹2,318.72 Cr
₹46.26 Cr
Alpha – 1 Year
35.05%
−6.43%
Alpha – 3 Years
18.41%
2.24%
Information Ratio – 3 Years
1.03
0.22
Volatility – 1 Year
21.67%
19.18%
Volatility – 3 Years
15.53%
17.80%
Beta – 1 Year
0.28
1.02
Beta – 3 Years
0.35
1.04
Sharpe Ratio – 1 Year
1.24
-0.27
Sharpe Ratio – 3 Years
1.31
0.55
Worst Rolling Year
-17.36%
13.68%
Value at Worst Rolling Year
₹0.83 Cr
₹1.14 Cr
Deepest Drawdown
−21.72%
−20.80%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
88.36%
100.00%
Median Rolling Year
37.79%
21.14%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 4% · M 6% · S 13%
L 69% · M 8% · S 22%
Number of Stocks
9
65
Portfolio P/E
14.68
28.49
Top 5 Holdings
Cash & Cash Equivalent · 79.92%
Petronet LNG Ltd · 5.76%
HDFC Bank Ltd · 3.99%
Technocraft Industries (India) Ltd · 3.23%
Can Fin Homes Ltd · 2.38%
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 · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%