Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Carnelian Capital - Contra Portfolio Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.41%
2.00%
6 Months
−1.89%
4.51%
1 Year
−1.71%
15.12%
3 Years
14.33%
22.90%
5 Years
13.36%
—
Since Inception
22.84%
24.96%
Fund Age
5 yrs 5 mo
4 yrs 7 mo
AUM
₹46.26 Cr
₹136 Cr
Alpha – 1 Year
−6.43%
10.40%
Alpha – 3 Years
2.24%
10.82%
Information Ratio – 3 Years
0.22
1.17
Volatility – 1 Year
19.18%
19.24%
Volatility – 3 Years
17.80%
20.81%
Beta – 1 Year
1.02
1.07
Beta – 3 Years
1.04
1.25
Sharpe Ratio – 1 Year
-0.27
0.55
Sharpe Ratio – 3 Years
0.55
0.85
Worst Rolling Year
13.68%
21.90%
Value at Worst Rolling Year
₹1.14 Cr
₹1.22 Cr
Deepest Drawdown
−20.80%
−25.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
31.91%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 69% · M 8% · S 22%
L 53% · M 22% · S 20%
Number of Stocks
65
18
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%
Reliance Industries Ltd · 9.30%
Kotak Mahindra Bank Ltd · 8.31%
Bajaj Auto Ltd · 7.30%
Kalyan Jewellers India Ltd · 7.28%
Biocon Ltd · 7.13%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
—
Fixed Fee
2.00% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / 0% / 0%