Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Equitree - Emerging Opportunities
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Equitree - Emerging Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−1.41%
−3.81%
6 Months
−1.89%
10.86%
1 Year
−1.71%
−4.49%
3 Years
14.33%
22.00%
5 Years
13.36%
21.09%
Since Inception
22.84%
7.35%
Fund Age
5 yrs 5 mo
8 yrs 9 mo
AUM
₹46.26 Cr
₹1,454.75 Cr
Alpha – 1 Year
−6.43%
−7.47%
Alpha – 3 Years
2.24%
10.11%
Information Ratio – 3 Years
0.22
0.32
Volatility – 1 Year
19.18%
31.30%
Volatility – 3 Years
17.80%
27.30%
Beta – 1 Year
1.02
1.42
Beta – 3 Years
1.04
1.22
Sharpe Ratio – 1 Year
-0.27
-0.18
Sharpe Ratio – 3 Years
0.55
0.66
Worst Rolling Year
13.68%
-30.88%
Value at Worst Rolling Year
₹1.14 Cr
₹0.69 Cr
Deepest Drawdown
−20.80%
−34.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
83.55%
Median Rolling Year
21.14%
31.74%
5-Year Rolling Windows Positive
100.00%
82.61%
Market-Cap Mix
L 69% · M 8% · S 22%
L 0% · S 88%
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%
Cash & Cash Equivalent · 16.58%
Shakti Pumps (India) Ltd · 13.38%
S P Apparels Ltd · 7.10%
Shree Pushkar Chemicals & Fertilizers Ltd · 6.77%
Talbros Automotive Components Ltd · 5.91%
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
20% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%