Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Care PMS - Large & Midcap Strategy
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Care PMS - Large & Midcap Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.41%
−1.86%
6 Months
−1.89%
0.50%
1 Year
−1.71%
6.34%
3 Years
14.33%
19.74%
5 Years
13.36%
16.62%
Since Inception
22.84%
20.10%
Fund Age
5 yrs 5 mo
6 yrs 1 mo
AUM
₹46.26 Cr
₹56.91 Cr
Alpha – 1 Year
−6.43%
1.64%
Alpha – 3 Years
2.24%
7.64%
Information Ratio – 3 Years
0.22
0.90
Volatility – 1 Year
19.18%
16.52%
Volatility – 3 Years
17.80%
17.18%
Beta – 1 Year
1.02
0.89
Beta – 3 Years
1.04
1.04
Sharpe Ratio – 1 Year
-0.27
0.14
Sharpe Ratio – 3 Years
0.55
0.84
Worst Rolling Year
13.68%
18.93%
Value at Worst Rolling Year
₹1.14 Cr
₹1.19 Cr
Deepest Drawdown
−20.80%
−18.72%
Recovery Period
Not yet recovered
245 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
25.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 59% · M 40%
Number of Stocks
65
20
Portfolio P/E
28.49
27.00
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%
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
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%