Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Composite India - Emerging Star Fund
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Composite India - Emerging Star Fund
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%
5.76%
6 Months
−1.89%
25.00%
1 Year
−1.71%
17.14%
3 Years
14.33%
16.20%
5 Years
13.36%
15.34%
Since Inception
22.84%
19.60%
Fund Age
5 yrs 5 mo
7 yrs 3 mo
AUM
₹46.26 Cr
₹127.23 Cr
Alpha – 1 Year
−6.43%
12.42%
Alpha – 3 Years
2.24%
4.43%
Information Ratio – 3 Years
0.22
0.38
Volatility – 1 Year
19.18%
23.12%
Volatility – 3 Years
17.80%
20.20%
Beta – 1 Year
1.02
1.18
Beta – 3 Years
1.04
1.05
Sharpe Ratio – 1 Year
-0.27
0.56
Sharpe Ratio – 3 Years
0.55
0.61
Worst Rolling Year
13.68%
13.55%
Value at Worst Rolling Year
₹1.14 Cr
₹1.14 Cr
Deepest Drawdown
−20.80%
−26.74%
Recovery Period
Not yet recovered
143 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
20.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 26% · M 19% · S 50%
Number of Stocks
65
101
Portfolio P/E
28.49
52.20
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%
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%