Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Chanakya Capital - Growth Plan
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%
3.10%
6 Months
−1.89%
2.75%
1 Year
−1.71%
19.54%
3 Years
14.33%
16.88%
5 Years
13.36%
17.69%
Since Inception
22.84%
15.84%
Fund Age
5 yrs 5 mo
8 yrs
AUM
₹46.26 Cr
₹335.72 Cr
Alpha – 1 Year
−6.43%
19.89%
Alpha – 3 Years
2.24%
7.88%
Information Ratio – 3 Years
0.22
0.91
Volatility – 1 Year
19.18%
22.09%
Volatility – 3 Years
17.80%
17.60%
Beta – 1 Year
1.02
1.28
Beta – 3 Years
1.04
1.08
Sharpe Ratio – 1 Year
-0.27
0.68
Sharpe Ratio – 3 Years
0.55
0.74
Worst Rolling Year
13.68%
9.01%
Value at Worst Rolling Year
₹1.14 Cr
₹1.09 Cr
Deepest Drawdown
−20.80%
−17.25%
Recovery Period
Not yet recovered
97 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
21.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 57% · M 6% · S 37%
Number of Stocks
65
192
Portfolio P/E
28.49
18.98
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%
Axis Bank Ltd · 17.31%
Bajaj Holdings & Investment Ltd · 9.75%
Karur Vysya Bank Ltd · 7.90%
HDFC Bank Ltd · 7.12%
South Indian Bank Ltd · 6.83%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%