Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Green Portfolio - Dividend Yield Fund
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Green Portfolio - Dividend Yield 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%
4.23%
6 Months
−1.89%
20.17%
1 Year
−1.71%
23.99%
3 Years
14.33%
27.20%
5 Years
13.36%
23.84%
Since Inception
22.84%
30.10%
Fund Age
5 yrs 5 mo
6 yrs 10 mo
AUM
₹46.26 Cr
₹35.35 Cr
Alpha – 1 Year
−6.43%
21.01%
Alpha – 3 Years
2.24%
15.30%
Information Ratio – 3 Years
0.22
0.93
Volatility – 1 Year
19.18%
22.70%
Volatility – 3 Years
17.80%
22.95%
Beta – 1 Year
1.02
1.18
Beta – 3 Years
1.04
1.16
Sharpe Ratio – 1 Year
-0.27
0.81
Sharpe Ratio – 3 Years
0.55
0.94
Worst Rolling Year
13.68%
23.60%
Value at Worst Rolling Year
₹1.14 Cr
₹1.24 Cr
Deepest Drawdown
−20.80%
−22.14%
Recovery Period
Not yet recovered
199 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
32.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 23% · M 14% · S 63%
Number of Stocks
65
28
Portfolio P/E
28.49
19.32
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%
Vedanta Ltd · 11.17%
Great Eastern Shipping Company Ltd · 7.63%
Alivus Life Sciences Ltd · 6.86%
Cash & Cash Equivalent · 6.86%
Banco Products (India) Ltd · 6.74%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
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Fixed Fee
2.00% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%