Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Helios - India Rising PMS
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Helios - India Rising PMS
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%
0.02%
6 Months
−1.89%
5.63%
1 Year
−1.71%
4.60%
3 Years
14.33%
14.51%
5 Years
13.36%
12.90%
Since Inception
22.84%
19.56%
Fund Age
5 yrs 5 mo
6 yrs 4 mo
AUM
₹46.26 Cr
₹1,566.43 Cr
Alpha – 1 Year
−6.43%
1.62%
Alpha – 3 Years
2.24%
2.62%
Information Ratio – 3 Years
0.22
0.58
Volatility – 1 Year
19.18%
21.65%
Volatility – 3 Years
17.80%
16.64%
Beta – 1 Year
1.02
1.18
Beta – 3 Years
1.04
1.02
Sharpe Ratio – 1 Year
-0.27
0.06
Sharpe Ratio – 3 Years
0.55
0.58
Worst Rolling Year
13.68%
12.32%
Value at Worst Rolling Year
₹1.14 Cr
₹1.12 Cr
Deepest Drawdown
−20.80%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
19.14%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 41% · M 24% · S 29%
Number of Stocks
65
42
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%
Cash & Cash Equivalent · 14.10%
ICICI Bank Ltd · 6.59%
State Bank of India · 6.23%
Bharti Airtel Ltd · 5.62%
HDFC Bank Ltd · 5.00%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%