Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs IFM Largecap Fund
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
IFM Largecap Fund
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%
−0.16%
6 Months
−1.89%
−3.46%
1 Year
−1.71%
−0.34%
3 Years
14.33%
—
5 Years
13.36%
—
Since Inception
22.84%
−3.49%
Fund Age
5 yrs 5 mo
14 mo
AUM
₹46.26 Cr
₹116.7 Cr
Alpha – 1 Year
−6.43%
0.01%
Alpha – 3 Years
2.24%
—
Information Ratio – 3 Years
0.22
—
Volatility – 1 Year
19.18%
17.33%
Volatility – 3 Years
17.80%
—
Beta – 1 Year
1.02
1.08
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
-0.27
-0.24
Sharpe Ratio – 3 Years
0.55
—
Worst Rolling Year
13.68%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−20.80%
−16.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.14%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 69% · M 8% · S 22%
L 83% · M 6% · S 9%
Number of Stocks
65
26
Portfolio P/E
28.49
24.23
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 · 11.42%
HDFC Bank Ltd · 9.79%
Reliance Industries Ltd · 8.22%
Infosys Ltd · 6.55%
Bharti Airtel Ltd · 5.79%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
Fixed Fee
2.00% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
—