Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Axis Pure Growth Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Axis Pure Growth Portfolio
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%
−1.22%
6 Months
−1.89%
5.87%
1 Year
−1.71%
2.35%
3 Years
14.33%
13.67%
5 Years
13.36%
15.58%
Since Inception
22.84%
16.64%
Fund Age
5 yrs 5 mo
5 yrs 6 mo
AUM
₹46.26 Cr
₹756.71 Cr
Alpha – 1 Year
−6.43%
−0.63%
Alpha – 3 Years
2.24%
1.78%
Information Ratio – 3 Years
0.22
0.09
Volatility – 1 Year
19.18%
15.74%
Volatility – 3 Years
17.80%
14.36%
Beta – 1 Year
1.02
0.82
Beta – 3 Years
1.04
0.84
Sharpe Ratio – 1 Year
-0.27
-0.13
Sharpe Ratio – 3 Years
0.55
0.59
Worst Rolling Year
13.68%
13.38%
Value at Worst Rolling Year
₹1.14 Cr
₹1.13 Cr
Deepest Drawdown
−20.80%
−15.74%
Recovery Period
Not yet recovered
475 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
20.28%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 69% · M 8% · S 22%
L 43% · M 8% · S 37%
Number of Stocks
65
26
Portfolio P/E
28.49
34.08
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 · 12.89%
KDDL Ltd · 7.14%
Maruti Suzuki India Ltd · 7.01%
Bharti Airtel Ltd · 6.74%
Acutaas Chemicals Ltd · 6.56%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
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%