Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Fractal Capital - Wealth Builder
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Fractal Capital - Wealth Builder
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%
4.42%
6 Months
−1.89%
4.79%
1 Year
−1.71%
−0.59%
3 Years
14.33%
11.57%
5 Years
13.36%
13.86%
Since Inception
22.84%
15.96%
Fund Age
5 yrs 5 mo
5 yrs 5 mo
AUM
₹46.26 Cr
₹45.81 Cr
Alpha – 1 Year
−6.43%
−5.31%
Alpha – 3 Years
2.24%
−0.52%
Information Ratio – 3 Years
0.22
-0.06
Volatility – 1 Year
19.18%
21.96%
Volatility – 3 Years
17.80%
17.35%
Beta – 1 Year
1.02
1.19
Beta – 3 Years
1.04
1.00
Sharpe Ratio – 1 Year
-0.27
-0.16
Sharpe Ratio – 3 Years
0.55
0.42
Worst Rolling Year
13.68%
10.84%
Value at Worst Rolling Year
₹1.14 Cr
₹1.11 Cr
Deepest Drawdown
−20.80%
−22.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
22.71%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 23% · M 4% · S 73%
Number of Stocks
65
16
Portfolio P/E
28.49
22.00
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%
Bharti Airtel Ltd · 0.00%
Greenply Industries Ltd · 0.00%
Windlas Biotech Ltd · 0.00%
Asian Paints Ltd · 0.00%
EPL Ltd · 0.00%
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
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%