Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs ATLAS - Midcap PMS Fund
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
ATLAS - Midcap 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
−1.41%
−0.22%
6 Months
−1.89%
8.59%
1 Year
−1.71%
1.40%
3 Years
14.33%
11.84%
5 Years
13.36%
6.21%
Since Inception
22.84%
7.85%
Fund Age
5 yrs 5 mo
5 yrs 3 mo
AUM
₹46.26 Cr
₹3.73 Cr
Alpha – 1 Year
−6.43%
−3.32%
Alpha – 3 Years
2.24%
−0.25%
Information Ratio – 3 Years
0.22
0.11
Volatility – 1 Year
19.18%
23.13%
Volatility – 3 Years
17.80%
17.54%
Beta – 1 Year
1.02
1.25
Beta – 3 Years
1.04
0.97
Sharpe Ratio – 1 Year
-0.27
-0.06
Sharpe Ratio – 3 Years
0.55
0.45
Worst Rolling Year
13.68%
5.77%
Value at Worst Rolling Year
₹1.14 Cr
₹1.06 Cr
Deepest Drawdown
−20.80%
−23.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
12.08%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 3% · M 32% · S 59%
Number of Stocks
65
19
Portfolio P/E
28.49
26.66
Top 5 Holdings
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%
Godrej Industries Ltd · 10.94%
Steel Authority of India Ltd · 8.51%
EIH Ltd · 8.34%
ACC Ltd · 7.75%
Sagility Ltd · 5.94%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 0%