Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Ayan-PriceBridge Direct MF
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Ayan-PriceBridge Direct MF
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%
1.86%
6 Months
−1.89%
3.14%
1 Year
−1.71%
14.41%
3 Years
14.33%
16.50%
5 Years
13.36%
—
Since Inception
22.84%
17.99%
Fund Age
5 yrs 5 mo
3 yrs 2 mo
AUM
₹46.26 Cr
₹19.19 Cr
Alpha – 1 Year
−6.43%
14.84%
Alpha – 3 Years
2.24%
7.93%
Information Ratio – 3 Years
0.22
1.26
Volatility – 1 Year
19.18%
16.65%
Volatility – 3 Years
17.80%
14.41%
Beta – 1 Year
1.02
0.95
Beta – 3 Years
1.04
0.95
Sharpe Ratio – 1 Year
-0.27
0.57
Sharpe Ratio – 3 Years
0.55
0.78
Worst Rolling Year
13.68%
16.17%
Value at Worst Rolling Year
₹1.14 Cr
₹1.16 Cr
Deepest Drawdown
−20.80%
−18.49%
Recovery Period
Not yet recovered
257 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
17.49%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 69% · M 8% · S 22%
L 52% · M 24% · S 17%
Number of Stocks
65
48
Portfolio P/E
28.49
—
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%
DSP Nifty Next 50 Index Fund - Direct (G) · 11.21%
SBI PSU Fund - Direct (G) · 9.19%
ICICI Pru Nifty Bank Index Fund - Direct (G) · 7.02%
Tata Resources & Energy Fund - Direct (G) · 7.01%
DSP Nifty 50 Equal Weight Index Fund - Dir (G) · 6.44%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Financial Services · 28.14%
Healthcare · 11.99%
Capital Goods · 10.43%
Fixed Fee
2.00% / yr
0.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%