Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Centrum PMS - Flexi Cap
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Centrum PMS - Flexi Cap
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.41%
1.04%
6 Months
−1.89%
0.68%
1 Year
−1.71%
4.83%
3 Years
14.33%
11.13%
5 Years
13.36%
9.90%
Since Inception
22.84%
12.28%
Fund Age
5 yrs 5 mo
15 yrs 2 mo
AUM
₹46.26 Cr
₹29.37 Cr
Alpha – 1 Year
−6.43%
0.11%
Alpha – 3 Years
2.24%
−0.96%
Information Ratio – 3 Years
0.22
-0.05
Volatility – 1 Year
19.18%
19.36%
Volatility – 3 Years
17.80%
17.04%
Beta – 1 Year
1.02
1.09
Beta – 3 Years
1.04
1.00
Sharpe Ratio – 1 Year
-0.27
0.06
Sharpe Ratio – 3 Years
0.55
0.43
Worst Rolling Year
13.68%
-9.48%
Value at Worst Rolling Year
₹1.14 Cr
₹0.91 Cr
Deepest Drawdown
−20.80%
−20.50%
Recovery Period
Not yet recovered
315 days
1-Year Rolling Windows Positive
100.00%
93.37%
Median Rolling Year
21.14%
15.70%
5-Year Rolling Windows Positive
100.00%
98.37%
Market-Cap Mix
L 69% · M 8% · S 22%
L 58% · M 7% · S 23%
Number of Stocks
65
23
Portfolio P/E
28.49
35.03
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%
Cash & Cash Equivalent · 17.23%
Adani Ports & Special Economic Zone Ltd · 6.28%
Shriram Finance Ltd · 5.88%
HDFC Bank Ltd · 5.22%
Eicher Motors Ltd · 4.95%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Financial Services · 30.17%
Services · 12.70%
Capital Goods · 9.86%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / 0% / 0%