Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Green Lantern - Growth Fund
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Green Lantern - Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.41%
1.81%
6 Months
−1.89%
9.83%
1 Year
−1.71%
13.53%
3 Years
14.33%
28.65%
5 Years
13.36%
30.15%
Since Inception
22.84%
22.72%
Fund Age
5 yrs 5 mo
8 yrs 8 mo
AUM
₹46.26 Cr
₹1,835.92 Cr
Alpha – 1 Year
−6.43%
8.81%
Alpha – 3 Years
2.24%
16.56%
Information Ratio – 3 Years
0.22
1.28
Volatility – 1 Year
19.18%
19.12%
Volatility – 3 Years
17.80%
18.89%
Beta – 1 Year
1.02
0.96
Beta – 3 Years
1.04
0.91
Sharpe Ratio – 1 Year
-0.27
0.47
Sharpe Ratio – 3 Years
0.55
1.16
Worst Rolling Year
13.68%
-6.00%
Value at Worst Rolling Year
₹1.14 Cr
₹0.94 Cr
Deepest Drawdown
−20.80%
−13.66%
Recovery Period
Not yet recovered
411 days
1-Year Rolling Windows Positive
100.00%
97.32%
Median Rolling Year
21.14%
40.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 24% · M 10% · S 45%
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%
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
12% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 0%