Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Axis - Core & Satellite PMS
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Axis - Core & Satellite 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%
0.11%
6 Months
−1.89%
10.76%
1 Year
−1.71%
8.14%
3 Years
14.33%
7.76%
5 Years
13.36%
10.03%
Since Inception
22.84%
11.69%
Fund Age
5 yrs 5 mo
6 yrs 8 mo
AUM
₹46.26 Cr
₹87.23 Cr
Alpha – 1 Year
−6.43%
8.57%
Alpha – 3 Years
2.24%
−0.81%
Information Ratio – 3 Years
0.22
0.02
Volatility – 1 Year
19.18%
23.09%
Volatility – 3 Years
17.80%
18.26%
Beta – 1 Year
1.02
1.29
Beta – 3 Years
1.04
1.11
Sharpe Ratio – 1 Year
-0.27
0.21
Sharpe Ratio – 3 Years
0.55
0.22
Worst Rolling Year
13.68%
6.59%
Value at Worst Rolling Year
₹1.14 Cr
₹1.07 Cr
Deepest Drawdown
−20.80%
−25.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
13.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 19% · M 1% · S 70%
Number of Stocks
65
41
Portfolio P/E
28.49
25.23
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 · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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%