Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs First Global - Indian Multi Asset Allocation
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
First Global - Indian Multi Asset Allocation
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.41%
1.49%
6 Months
−1.89%
−0.27%
1 Year
−1.71%
7.71%
3 Years
14.33%
8.88%
5 Years
13.36%
8.76%
Since Inception
22.84%
13.52%
Fund Age
5 yrs 5 mo
6 yrs 6 mo
AUM
₹46.26 Cr
₹23.87 Cr
Alpha – 1 Year
−6.43%
0.17%
Alpha – 3 Years
2.24%
−2.38%
Information Ratio – 3 Years
0.22
-0.16
Volatility – 1 Year
19.18%
13.29%
Volatility – 3 Years
17.80%
12.09%
Beta – 1 Year
1.02
1.31
Beta – 3 Years
1.04
1.39
Sharpe Ratio – 1 Year
-0.27
0.23
Sharpe Ratio – 3 Years
0.55
0.33
Worst Rolling Year
13.68%
8.03%
Value at Worst Rolling Year
₹1.14 Cr
₹1.08 Cr
Deepest Drawdown
−20.80%
−16.96%
Recovery Period
Not yet recovered
334 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
14.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
—
Number of Stocks
65
66
Portfolio P/E
28.49
19.43
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%
Nippon India ETF Gold BeES · 6.41%
ICICI Pru Banking and PSU Debt Fund - Direct (G) · 5.72%
ICICI Pru Dynamic Term Fund - Direct (G) · 5.72%
ICICI Pru Floating Interest Rates Fund-Direct (G) · 5.32%
Nippon India ETF Nifty Bank BeES · 4.01%
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
Variable Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%