Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.41%
2.85%
6 Months
−1.89%
22.81%
1 Year
−1.71%
15.74%
3 Years
14.33%
19.34%
5 Years
13.36%
—
Since Inception
22.84%
24.49%
Fund Age
5 yrs 5 mo
3 yrs 3 mo
AUM
₹46.26 Cr
₹446.96 Cr
Alpha – 1 Year
−6.43%
11.02%
Alpha – 3 Years
2.24%
7.25%
Information Ratio – 3 Years
0.22
0.86
Volatility – 1 Year
19.18%
23.09%
Volatility – 3 Years
17.80%
17.79%
Beta – 1 Year
1.02
1.11
Beta – 3 Years
1.04
0.93
Sharpe Ratio – 1 Year
-0.27
0.51
Sharpe Ratio – 3 Years
0.55
0.79
Worst Rolling Year
13.68%
19.32%
Value at Worst Rolling Year
₹1.14 Cr
₹1.19 Cr
Deepest Drawdown
−20.80%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
21.74%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 69% · M 8% · S 22%
L 19% · S 80%
Number of Stocks
65
30
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%
—
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
—