Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs First Global - The India Super 50
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
First Global - The India Super 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.41%
0.48%
6 Months
−1.89%
0.17%
1 Year
−1.71%
1.53%
3 Years
14.33%
6.30%
5 Years
13.36%
7.16%
Since Inception
22.84%
16.58%
Fund Age
5 yrs 5 mo
6 yrs 6 mo
AUM
₹46.26 Cr
₹182.72 Cr
Alpha – 1 Year
−6.43%
−3.19%
Alpha – 3 Years
2.24%
−5.79%
Information Ratio – 3 Years
0.22
-1.15
Volatility – 1 Year
19.18%
17.17%
Volatility – 3 Years
17.80%
15.94%
Beta – 1 Year
1.02
0.97
Beta – 3 Years
1.04
0.99
Sharpe Ratio – 1 Year
-0.27
-0.13
Sharpe Ratio – 3 Years
0.55
0.13
Worst Rolling Year
13.68%
6.16%
Value at Worst Rolling Year
₹1.14 Cr
₹1.06 Cr
Deepest Drawdown
−20.80%
−24.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
15.55%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
—
Number of Stocks
65
60
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 Nifty Bank BeES · 5.17%
Torrent Pharmaceuticals Ltd · 4.30%
ICICI Bank Ltd · 3.49%
TVS Motor Company Ltd · 3.24%
Tech Mahindra Ltd · 2.88%
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%