Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Core Value Strategy-Concentrated Option
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ATLAS - Debt Equity Hybrid Pms Fund
Core Value Strategy-Concentrated Option
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%
2.00%
6 Months
−1.89%
4.68%
1 Year
−1.71%
1.87%
3 Years
14.33%
11.50%
5 Years
13.36%
11.18%
Since Inception
22.84%
13.51%
Fund Age
5 yrs 5 mo
7 yrs 4 mo
AUM
₹46.26 Cr
₹149.25 Cr
Alpha – 1 Year
−6.43%
−2.85%
Alpha – 3 Years
2.24%
−0.59%
Information Ratio – 3 Years
0.22
-0.25
Volatility – 1 Year
19.18%
19.19%
Volatility – 3 Years
17.80%
15.31%
Beta – 1 Year
1.02
1.06
Beta – 3 Years
1.04
0.92
Sharpe Ratio – 1 Year
-0.27
-0.09
Sharpe Ratio – 3 Years
0.55
0.39
Worst Rolling Year
13.68%
9.38%
Value at Worst Rolling Year
₹1.14 Cr
₹1.09 Cr
Deepest Drawdown
−20.80%
−17.52%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
17.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 61% · M 17% · S 18%
Number of Stocks
65
15
Portfolio P/E
28.49
23.26
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%
HDFC Bank Ltd · 9.50%
ITC Ltd · 9.50%
Asian Paints Ltd · 7.00%
Indraprastha Gas Ltd · 7.00%
Infosys Ltd · 7.00%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Financial Services · 27.00%
Automobile and Auto Components · 11.00%
Fast Moving Consumer Goods · 9.50%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%