Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs ICICI Prudential - Large Cap Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
ICICI Prudential - Large Cap Portfolio
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%
2.16%
6 Months
−1.89%
3.15%
1 Year
−1.71%
11.06%
3 Years
14.33%
18.79%
5 Years
13.36%
15.00%
Since Inception
22.84%
16.01%
Fund Age
5 yrs 5 mo
17 yrs 5 mo
AUM
₹46.26 Cr
₹905.13 Cr
Alpha – 1 Year
−6.43%
11.41%
Alpha – 3 Years
2.24%
9.79%
Information Ratio – 3 Years
0.22
1.56
Volatility – 1 Year
19.18%
18.35%
Volatility – 3 Years
17.80%
16.43%
Beta – 1 Year
1.02
1.10
Beta – 3 Years
1.04
1.12
Sharpe Ratio – 1 Year
-0.27
0.38
Sharpe Ratio – 3 Years
0.55
0.82
Worst Rolling Year
13.68%
-6.60%
Value at Worst Rolling Year
₹1.14 Cr
₹0.93 Cr
Deepest Drawdown
−20.80%
−20.17%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
100.00%
98.49%
Median Rolling Year
21.14%
16.07%
5-Year Rolling Windows Positive
100.00%
99.33%
Market-Cap Mix
L 69% · M 8% · S 22%
L 91% · M 6% · S 0%
Number of Stocks
65
28
Portfolio P/E
28.49
29.62
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%
Samvardhana Motherson International Ltd · 7.11%
Bharti Airtel Ltd · 6.31%
Larsen & Toubro Ltd · 5.58%
State Bank of India · 5.02%
ICICI Bank Ltd · 5.00%
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%
1% / 0% / 0%