Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Ckredence-All Weather Fund
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Ckredence-All Weather Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.41%
3.56%
6 Months
−1.89%
14.31%
1 Year
−1.71%
23.04%
3 Years
14.33%
17.41%
5 Years
13.36%
14.44%
Since Inception
22.84%
16.04%
Fund Age
5 yrs 5 mo
5 yrs 2 mo
AUM
₹46.26 Cr
₹246.55 Cr
Alpha – 1 Year
−6.43%
18.32%
Alpha – 3 Years
2.24%
5.32%
Information Ratio – 3 Years
0.22
0.69
Volatility – 1 Year
19.18%
16.66%
Volatility – 3 Years
17.80%
14.65%
Beta – 1 Year
1.02
0.91
Beta – 3 Years
1.04
0.83
Sharpe Ratio – 1 Year
-0.27
1.02
Sharpe Ratio – 3 Years
0.55
0.82
Worst Rolling Year
13.68%
13.49%
Value at Worst Rolling Year
₹1.14 Cr
₹1.13 Cr
Deepest Drawdown
−20.80%
−17.20%
Recovery Period
Not yet recovered
198 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 31% · M 25% · S 41%
Number of Stocks
65
33
Portfolio P/E
28.49
48.70
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%
Laurus Labs Ltd · 11.21%
Aditya Birla SL Nifty Healthcare ETF · 5.55%
Nippon India ETF Gold BeES · 4.78%
Emcure Pharmaceuticals Ltd · 4.13%
Cash & Cash Equivalent · 4.06%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Fixed Fee
2.00% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 1% / 0%