Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Eklavya Equity
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Eklavya Equity
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%
−0.98%
6 Months
−1.89%
4.93%
1 Year
−1.71%
−0.37%
3 Years
14.33%
—
5 Years
13.36%
—
Since Inception
22.84%
4.91%
Fund Age
5 yrs 5 mo
2 yrs 1 mo
AUM
₹46.26 Cr
₹8 Cr
Alpha – 1 Year
−6.43%
−0.02%
Alpha – 3 Years
2.24%
—
Information Ratio – 3 Years
0.22
—
Volatility – 1 Year
19.18%
12.93%
Volatility – 3 Years
17.80%
—
Beta – 1 Year
1.02
0.72
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
-0.27
-0.38
Sharpe Ratio – 3 Years
0.55
—
Worst Rolling Year
13.68%
6.09%
Value at Worst Rolling Year
₹1.14 Cr
₹1.06 Cr
Deepest Drawdown
−20.80%
−12.49%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
6.78%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 69% · M 8% · S 22%
L 23% · M 8% · S 36%
Number of Stocks
65
30
Portfolio P/E
28.49
24.51
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 Income Plus Arbitrage Omni FOF - Dir (G) · 18.92%
AXIS Liquid Fund - Direct (G) · 9.72%
ITC Ltd · 8.33%
D-Link India Ltd · 7.25%
Cash & Cash Equivalent · 5.44%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 2% / 0%