Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Bonanza - Growth
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Bonanza - Growth
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%
3.68%
6 Months
−1.89%
−1.81%
1 Year
−1.71%
5.85%
3 Years
14.33%
8.65%
5 Years
13.36%
7.90%
Since Inception
22.84%
16.09%
Fund Age
5 yrs 5 mo
16 yrs 4 mo
AUM
₹46.26 Cr
₹22.08 Cr
Alpha – 1 Year
−6.43%
6.20%
Alpha – 3 Years
2.24%
−0.35%
Information Ratio – 3 Years
0.22
0.11
Volatility – 1 Year
19.18%
17.32%
Volatility – 3 Years
17.80%
15.11%
Beta – 1 Year
1.02
0.79
Beta – 3 Years
1.04
0.87
Sharpe Ratio – 1 Year
-0.27
0.10
Sharpe Ratio – 3 Years
0.55
0.36
Worst Rolling Year
13.68%
0.88%
Value at Worst Rolling Year
₹1.14 Cr
₹1.01 Cr
Deepest Drawdown
−20.80%
−17.79%
Recovery Period
Not yet recovered
297 days
1-Year Rolling Windows Positive
100.00%
99.98%
Median Rolling Year
21.14%
18.31%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 22% · M 16% · S 47%
Number of Stocks
65
37
Portfolio P/E
28.49
45.09
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 · 7.39%
Bharat Heavy Electricals Ltd · 5.26%
Welspun Corp Ltd · 5.07%
Goldiam International Ltd · 5.02%
BSE Ltd · 4.93%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
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%