Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Axis - Brand Equity PMS
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Axis - Brand Equity PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.41%
2.39%
6 Months
−1.89%
10.60%
1 Year
−1.71%
2.51%
3 Years
14.33%
7.68%
5 Years
13.36%
9.38%
Since Inception
22.84%
10.51%
Fund Age
5 yrs 5 mo
9 yrs 6 mo
AUM
₹46.26 Cr
₹804.15 Cr
Alpha – 1 Year
−6.43%
2.94%
Alpha – 3 Years
2.24%
−0.89%
Information Ratio – 3 Years
0.22
-0.08
Volatility – 1 Year
19.18%
21.76%
Volatility – 3 Years
17.80%
17.30%
Beta – 1 Year
1.02
1.23
Beta – 3 Years
1.04
1.08
Sharpe Ratio – 1 Year
-0.27
-0.04
Sharpe Ratio – 3 Years
0.55
0.20
Worst Rolling Year
13.68%
-3.22%
Value at Worst Rolling Year
₹1.14 Cr
₹0.97 Cr
Deepest Drawdown
−20.80%
−26.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
96.55%
Median Rolling Year
21.14%
12.69%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 26% · M 6% · S 61%
Number of Stocks
65
42
Portfolio P/E
28.49
35.23
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%
Cash & Cash Equivalent · 7.12%
Mahindra & Mahindra Ltd · 5.74%
Eternal Ltd · 4.45%
EPL Ltd · 4.26%
Welspun Corp Ltd · 4.22%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%