Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs CAPITAL MIND-All Weather Equity
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
CAPITAL MIND-All Weather Equity
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%
1.61%
6 Months
−1.89%
4.03%
1 Year
−1.71%
4.49%
3 Years
14.33%
14.35%
5 Years
13.36%
—
Since Inception
22.84%
16.62%
Fund Age
5 yrs 5 mo
4 yrs
AUM
₹46.26 Cr
₹303 Cr
Alpha – 1 Year
−6.43%
4.92%
Alpha – 3 Years
2.24%
5.78%
Information Ratio – 3 Years
0.22
1.15
Volatility – 1 Year
19.18%
16.32%
Volatility – 3 Years
17.80%
14.15%
Beta – 1 Year
1.02
0.98
Beta – 3 Years
1.04
0.97
Sharpe Ratio – 1 Year
-0.27
0.01
Sharpe Ratio – 3 Years
0.55
0.64
Worst Rolling Year
13.68%
14.36%
Value at Worst Rolling Year
₹1.14 Cr
₹1.14 Cr
Deepest Drawdown
−20.80%
−16.17%
Recovery Period
Not yet recovered
245 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
18.76%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 69% · M 8% · S 22%
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Number of Stocks
65
—
Portfolio P/E
28.49
—
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%
—
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
—
Fixed Fee
2.00% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
—