Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Emkay Investments - ENVI
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Emkay Investments - ENVI
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.41%
5.18%
6 Months
−1.89%
19.69%
1 Year
−1.71%
25.97%
3 Years
14.33%
17.02%
5 Years
13.36%
—
Since Inception
22.84%
24.02%
Fund Age
5 yrs 5 mo
4 yrs 2 mo
AUM
₹46.26 Cr
₹101.01 Cr
Alpha – 1 Year
−6.43%
21.25%
Alpha – 3 Years
2.24%
4.93%
Information Ratio – 3 Years
0.22
0.46
Volatility – 1 Year
19.18%
21.63%
Volatility – 3 Years
17.80%
19.42%
Beta – 1 Year
1.02
1.10
Beta – 3 Years
1.04
1.04
Sharpe Ratio – 1 Year
-0.27
0.93
Sharpe Ratio – 3 Years
0.55
0.65
Worst Rolling Year
13.68%
16.82%
Value at Worst Rolling Year
₹1.14 Cr
₹1.17 Cr
Deepest Drawdown
−20.80%
−20.44%
Recovery Period
Not yet recovered
365 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
19.58%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 69% · M 8% · S 22%
L 26% · M 14% · S 51%
Number of Stocks
65
—
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%
Eicher Motors Ltd · 7.90%
Divis Laboratories Ltd · 7.30%
Sansera Engineering Ltd · 6.20%
Akums Drugs & Pharmaceuticals Ltd · 6.10%
CCL Products (India) Ltd · 5.90%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
—