Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Centrum PMS - Deep Value IV
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Centrum PMS - Deep Value IV
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.41%
1.10%
6 Months
−1.89%
9.66%
1 Year
−1.71%
−3.09%
3 Years
14.33%
6.08%
5 Years
13.36%
7.39%
Since Inception
22.84%
14.00%
Fund Age
5 yrs 5 mo
10 yrs 8 mo
AUM
₹46.26 Cr
₹23.99 Cr
Alpha – 1 Year
−6.43%
−7.81%
Alpha – 3 Years
2.24%
−6.01%
Information Ratio – 3 Years
0.22
-0.36
Volatility – 1 Year
19.18%
26.88%
Volatility – 3 Years
17.80%
21.87%
Beta – 1 Year
1.02
1.39
Beta – 3 Years
1.04
1.17
Sharpe Ratio – 1 Year
-0.27
-0.19
Sharpe Ratio – 3 Years
0.55
0.19
Worst Rolling Year
13.68%
-6.71%
Value at Worst Rolling Year
₹1.14 Cr
₹0.93 Cr
Deepest Drawdown
−20.80%
−35.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
97.09%
Median Rolling Year
21.14%
15.37%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 2% · M 15% · S 82%
Number of Stocks
65
25
Portfolio P/E
28.49
44.86
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%
Time Technoplast Ltd · 6.49%
Anant Raj Ltd · 6.05%
Vishnu Chemicals Ltd · 5.91%
Cash & Cash Equivalent · 5.48%
Gokaldas Exports Ltd · 5.10%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Capital Goods · 16.55%
Realty · 10.96%
Textiles · 10.90%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 0% / 0%