Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs ATLAS - Multicap PMS Fund
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
ATLAS - Multicap PMS Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.41%
3.76%
6 Months
−1.89%
11.66%
1 Year
−1.71%
12.54%
3 Years
14.33%
11.42%
5 Years
13.36%
—
Since Inception
22.84%
6.78%
Fund Age
5 yrs 5 mo
4 yrs 10 mo
AUM
₹46.26 Cr
₹2.34 Cr
Alpha – 1 Year
−6.43%
7.82%
Alpha – 3 Years
2.24%
−0.67%
Information Ratio – 3 Years
0.22
-0.04
Volatility – 1 Year
19.18%
21.44%
Volatility – 3 Years
17.80%
14.93%
Beta – 1 Year
1.02
1.05
Beta – 3 Years
1.04
0.81
Sharpe Ratio – 1 Year
-0.27
0.41
Sharpe Ratio – 3 Years
0.55
0.50
Worst Rolling Year
13.68%
3.84%
Value at Worst Rolling Year
₹1.14 Cr
₹1.04 Cr
Deepest Drawdown
−20.80%
−16.40%
Recovery Period
Not yet recovered
37 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
9.56%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 69% · M 8% · S 22%
L 46% · M 22% · S 27%
Number of Stocks
65
19
Portfolio P/E
28.49
29.80
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%
HFCL Ltd · 9.71%
Hindalco Industries Ltd · 9.12%
Steel Authority of India Ltd · 9.08%
ACC Ltd · 7.97%
Mahindra & Mahindra Ltd · 7.90%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
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%