Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs ICICI Prudential - Contra Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
ICICI Prudential - Contra Portfolio
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%
0.77%
6 Months
−1.89%
0.72%
1 Year
−1.71%
7.26%
3 Years
14.33%
15.71%
5 Years
13.36%
16.27%
Since Inception
22.84%
18.01%
Fund Age
5 yrs 5 mo
7 yrs 11 mo
AUM
₹46.26 Cr
₹14,208.27 Cr
Alpha – 1 Year
−6.43%
2.54%
Alpha – 3 Years
2.24%
3.62%
Information Ratio – 3 Years
0.22
0.79
Volatility – 1 Year
19.18%
16.69%
Volatility – 3 Years
17.80%
15.09%
Beta – 1 Year
1.02
0.95
Beta – 3 Years
1.04
0.95
Sharpe Ratio – 1 Year
-0.27
0.18
Sharpe Ratio – 3 Years
0.55
0.70
Worst Rolling Year
13.68%
12.54%
Value at Worst Rolling Year
₹1.14 Cr
₹1.13 Cr
Deepest Drawdown
−20.80%
−18.56%
Recovery Period
Not yet recovered
241 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
23.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 68% · M 7% · S 24%
Number of Stocks
65
42
Portfolio P/E
28.49
25.76
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 · 6.77%
Tata Steel Ltd · 4.97%
Eternal Ltd · 4.94%
Larsen & Toubro Ltd · 4.75%
ICICI Bank Ltd · 4.64%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
—
Fixed Fee
2.00% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / 0% / 0%