Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Bonanza - Edge
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Bonanza - Edge
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%
4.43%
6 Months
−1.89%
22.24%
1 Year
−1.71%
21.33%
3 Years
14.33%
15.83%
5 Years
13.36%
20.63%
Since Inception
22.84%
19.53%
Fund Age
5 yrs 5 mo
11 yrs
AUM
₹46.26 Cr
₹101.92 Cr
Alpha – 1 Year
−6.43%
21.68%
Alpha – 3 Years
2.24%
6.83%
Information Ratio – 3 Years
0.22
0.61
Volatility – 1 Year
19.18%
21.87%
Volatility – 3 Years
17.80%
21.68%
Beta – 1 Year
1.02
1.10
Beta – 3 Years
1.04
1.12
Sharpe Ratio – 1 Year
-0.27
0.75
Sharpe Ratio – 3 Years
0.55
0.65
Worst Rolling Year
13.68%
-17.09%
Value at Worst Rolling Year
₹1.14 Cr
₹0.83 Cr
Deepest Drawdown
−20.80%
−27.12%
Recovery Period
Not yet recovered
148 days
1-Year Rolling Windows Positive
100.00%
79.34%
Median Rolling Year
21.14%
24.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 15% · M 12% · S 59%
Number of Stocks
65
65
Portfolio P/E
28.49
51.62
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%
Creative Newtech Ltd · 7.19%
Cash & Cash Equivalent · 7.08%
Lodha Developers Ltd · 6.75%
JD Cables Ltd · 6.02%
Afcom Holdings Ltd · 6.00%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / 0% / 0%