Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Centrum PMS - Build to Last
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Centrum PMS - Build to Last
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.41%
−0.04%
6 Months
−1.89%
−3.71%
1 Year
−1.71%
−1.23%
3 Years
14.33%
7.88%
5 Years
13.36%
5.71%
Since Inception
22.84%
9.28%
Fund Age
5 yrs 5 mo
7 yrs 1 mo
AUM
₹46.26 Cr
₹2.48 Cr
Alpha – 1 Year
−6.43%
−5.95%
Alpha – 3 Years
2.24%
−4.21%
Information Ratio – 3 Years
0.22
-1.27
Volatility – 1 Year
19.18%
17.16%
Volatility – 3 Years
17.80%
14.17%
Beta – 1 Year
1.02
0.98
Beta – 3 Years
1.04
0.90
Sharpe Ratio – 1 Year
-0.27
-0.29
Sharpe Ratio – 3 Years
0.55
0.17
Worst Rolling Year
13.68%
5.24%
Value at Worst Rolling Year
₹1.14 Cr
₹1.05 Cr
Deepest Drawdown
−20.80%
−16.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
11.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 92% · M 4%
Number of Stocks
65
26
Portfolio P/E
28.49
29.84
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%
HDFC Bank Ltd · 9.71%
Reliance Industries Ltd · 7.63%
Bharat Electronics Ltd · 6.87%
Adani Ports & Special Economic Zone Ltd · 6.13%
Mahindra & Mahindra Ltd · 4.90%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Fixed Fee
2.00% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%