Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Axis Kaizen Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Axis Kaizen Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.41%
−2.57%
6 Months
−1.89%
25.88%
1 Year
−1.71%
19.47%
3 Years
14.33%
25.74%
5 Years
13.36%
—
Since Inception
22.84%
23.24%
Fund Age
5 yrs 5 mo
3 yrs 1 mo
AUM
₹46.26 Cr
₹507.13 Cr
Alpha – 1 Year
−6.43%
16.49%
Alpha – 3 Years
2.24%
13.85%
Information Ratio – 3 Years
0.22
0.94
Volatility – 1 Year
19.18%
20.27%
Volatility – 3 Years
17.80%
18.08%
Beta – 1 Year
1.02
0.86
Beta – 3 Years
1.04
0.86
Sharpe Ratio – 1 Year
-0.27
0.71
Sharpe Ratio – 3 Years
0.55
1.07
Worst Rolling Year
13.68%
22.47%
Value at Worst Rolling Year
₹1.14 Cr
₹1.22 Cr
Deepest Drawdown
−20.80%
−21.35%
Recovery Period
Not yet recovered
427 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
24.46%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 69% · M 8% · S 22%
L 10% · M 12% · S 65%
Number of Stocks
65
20
Portfolio P/E
28.49
45.78
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%
Sansera Engineering Ltd · 12.99%
Cash & Cash Equivalent · 12.71%
Acutaas Chemicals Ltd · 10.86%
UltraTech Cement Ltd · 7.45%
Syrma SGS Technology Ltd · 5.58%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
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%