Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Ayan-PriceBridge Honeycomb
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Ayan-PriceBridge Honeycomb
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%
1.20%
6 Months
−1.89%
0.45%
1 Year
−1.71%
16.80%
3 Years
14.33%
15.56%
5 Years
13.36%
—
Since Inception
22.84%
15.35%
Fund Age
5 yrs 5 mo
3 yrs 6 mo
AUM
₹46.26 Cr
₹61.98 Cr
Alpha – 1 Year
−6.43%
17.23%
Alpha – 3 Years
2.24%
6.99%
Information Ratio – 3 Years
0.22
1.06
Volatility – 1 Year
19.18%
17.17%
Volatility – 3 Years
17.80%
13.50%
Beta – 1 Year
1.02
0.94
Beta – 3 Years
1.04
0.87
Sharpe Ratio – 1 Year
-0.27
0.68
Sharpe Ratio – 3 Years
0.55
0.75
Worst Rolling Year
13.68%
15.00%
Value at Worst Rolling Year
₹1.14 Cr
₹1.15 Cr
Deepest Drawdown
−20.80%
−15.92%
Recovery Period
Not yet recovered
158 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
17.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 69% · M 8% · S 22%
L 43% · M 31% · S 18%
Number of Stocks
65
27
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%
HDFC NIFTY Smallcap 250 ETF · 11.69%
Mirae Asset Nifty India Manufacturing ETF · 7.82%
DSP Nifty Healthcare ETF · 7.33%
Mirae Asset Nifty Bank ETF · 5.96%
DSP Nifty Midcap 150 Quality 50 ETF · 5.92%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Fixed Fee
2.00% / yr
1.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%