Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Buoyant - Opportunities
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Buoyant - Opportunities
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%
1.73%
6 Months
−1.89%
2.87%
1 Year
−1.71%
8.13%
3 Years
14.33%
16.18%
5 Years
13.36%
18.39%
Since Inception
22.84%
20.76%
Fund Age
5 yrs 5 mo
10 yrs
AUM
₹46.26 Cr
₹12,257.23 Cr
Alpha – 1 Year
−6.43%
5.15%
Alpha – 3 Years
2.24%
4.29%
Information Ratio – 3 Years
0.22
0.41
Volatility – 1 Year
19.18%
17.45%
Volatility – 3 Years
17.80%
14.35%
Beta – 1 Year
1.02
0.98
Beta – 3 Years
1.04
0.87
Sharpe Ratio – 1 Year
-0.27
0.22
Sharpe Ratio – 3 Years
0.55
0.68
Worst Rolling Year
13.68%
-5.58%
Value at Worst Rolling Year
₹1.14 Cr
₹0.94 Cr
Deepest Drawdown
−20.80%
−13.15%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
100.00%
87.09%
Median Rolling Year
21.14%
23.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 55% · M 21% · S 12%
Number of Stocks
65
40
Portfolio P/E
28.49
24.82
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 · 7.56%
ICICI Bank Ltd · 7.26%
Axis Bank Ltd · 5.83%
Other Funds · 3.82%
Bharti Airtel Ltd · 3.73%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%