Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Dalal & Broacha - Long Term Growth
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Dalal & Broacha - Long Term Growth
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%
0.61%
6 Months
−1.89%
11.19%
1 Year
−1.71%
4.47%
3 Years
14.33%
14.82%
5 Years
13.36%
12.64%
Since Inception
22.84%
13.38%
Fund Age
5 yrs 5 mo
19 yrs
AUM
₹46.26 Cr
₹1,249 Cr
Alpha – 1 Year
−6.43%
4.82%
Alpha – 3 Years
2.24%
5.82%
Information Ratio – 3 Years
0.22
0.87
Volatility – 1 Year
19.18%
21.24%
Volatility – 3 Years
17.80%
17.51%
Beta – 1 Year
1.02
1.09
Beta – 3 Years
1.04
1.04
Sharpe Ratio – 1 Year
-0.27
0.05
Sharpe Ratio – 3 Years
0.55
0.69
Worst Rolling Year
13.68%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−20.80%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.14%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 69% · M 8% · S 22%
L 40% · M 40% · S 15%
Number of Stocks
65
25
Portfolio P/E
28.49
—
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%
—
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%