Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs BB Bluechip
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
BB Bluechip
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.41%
3.28%
6 Months
−1.89%
16.54%
1 Year
−1.71%
15.86%
3 Years
14.33%
—
5 Years
13.36%
—
Since Inception
22.84%
29.22%
Fund Age
5 yrs 5 mo
17 mo
AUM
₹46.26 Cr
₹12.45 Cr
Alpha – 1 Year
−6.43%
12.88%
Alpha – 3 Years
2.24%
—
Information Ratio – 3 Years
0.22
—
Volatility – 1 Year
19.18%
23.63%
Volatility – 3 Years
17.80%
—
Beta – 1 Year
1.02
1.27
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
-0.27
0.50
Sharpe Ratio – 3 Years
0.55
—
Worst Rolling Year
13.68%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−20.80%
−13.85%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.14%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 69% · M 8% · S 22%
L 53% · M 1% · S 36%
Number of Stocks
65
16
Portfolio P/E
28.49
18.79
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%
Life Insurance Corporation of India · 16.80%
Indian Energy Exchange Ltd · 10.78%
Bajaj Holdings & Investment Ltd · 7.29%
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 7.22%
Sun Pharmaceutical Industries Ltd · 7.21%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
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%