Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs ICICI Prudential PMS Growth Leaders Strategy
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
ICICI Prudential PMS Growth Leaders Strategy
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%
2.13%
6 Months
−1.89%
4.45%
1 Year
−1.71%
9.07%
3 Years
14.33%
17.41%
5 Years
13.36%
13.90%
Since Inception
22.84%
12.23%
Fund Age
5 yrs 5 mo
25 yrs 8 mo
AUM
₹46.26 Cr
₹1,659.64 Cr
Alpha – 1 Year
−6.43%
4.35%
Alpha – 3 Years
2.24%
5.32%
Information Ratio – 3 Years
0.22
1.35
Volatility – 1 Year
19.18%
16.92%
Volatility – 3 Years
17.80%
15.61%
Beta – 1 Year
1.02
0.95
Beta – 3 Years
1.04
0.99
Sharpe Ratio – 1 Year
-0.27
0.28
Sharpe Ratio – 3 Years
0.55
0.78
Worst Rolling Year
13.68%
-11.28%
Value at Worst Rolling Year
₹1.14 Cr
₹0.89 Cr
Deepest Drawdown
−20.80%
−20.82%
Recovery Period
Not yet recovered
521 days
1-Year Rolling Windows Positive
100.00%
89.60%
Median Rolling Year
21.14%
15.37%
5-Year Rolling Windows Positive
100.00%
93.68%
Market-Cap Mix
L 69% · M 8% · S 22%
L 58% · M 17% · S 24%
Number of Stocks
65
37
Portfolio P/E
28.49
28.58
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%
ICICI Bank Ltd · 6.05%
FSN E-Commerce Ventures Ltd · 5.03%
Bharti Airtel Ltd · 4.92%
State Bank of India · 4.85%
Eternal Ltd · 4.72%
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%