Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Bonanza Multicap
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Bonanza Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−1.41%
5.27%
6 Months
−1.89%
15.28%
1 Year
−1.71%
11.46%
3 Years
14.33%
12.93%
5 Years
13.36%
14.25%
Since Inception
22.84%
20.43%
Fund Age
5 yrs 5 mo
8 yrs 1 mo
AUM
₹46.26 Cr
₹7.34 Cr
Alpha – 1 Year
−6.43%
11.81%
Alpha – 3 Years
2.24%
3.93%
Information Ratio – 3 Years
0.22
0.17
Volatility – 1 Year
19.18%
25.10%
Volatility – 3 Years
17.80%
27.35%
Beta – 1 Year
1.02
1.24
Beta – 3 Years
1.04
1.14
Sharpe Ratio – 1 Year
-0.27
0.33
Sharpe Ratio – 3 Years
0.55
0.39
Worst Rolling Year
13.68%
12.27%
Value at Worst Rolling Year
₹1.14 Cr
₹1.12 Cr
Deepest Drawdown
−20.80%
−33.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
29.35%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 69% · M 8% · S 22%
L 8% · M 5% · S 83%
Number of Stocks
65
33
Portfolio P/E
28.49
30.34
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 · 5.71%
Bajaj Finance Ltd · 5.23%
Garden Reach Shipbuilders & Engineers Ltd · 5.13%
Northern Arc Capital Ltd · 4.74%
SG Finserve Ltd · 4.72%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
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%