Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs InCred Capital - Healthcare PMS
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
InCred Capital - Healthcare PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.41%
4.22%
6 Months
−1.89%
14.78%
1 Year
−1.71%
3.60%
3 Years
14.33%
26.42%
5 Years
13.36%
15.65%
Since Inception
22.84%
19.18%
Fund Age
5 yrs 5 mo
5 yrs 5 mo
AUM
₹46.26 Cr
₹730.87 Cr
Alpha – 1 Year
−6.43%
0.62%
Alpha – 3 Years
2.24%
14.53%
Information Ratio – 3 Years
0.22
0.84
Volatility – 1 Year
19.18%
21.03%
Volatility – 3 Years
17.80%
18.57%
Beta – 1 Year
1.02
0.98
Beta – 3 Years
1.04
0.72
Sharpe Ratio – 1 Year
-0.27
0.01
Sharpe Ratio – 3 Years
0.55
1.08
Worst Rolling Year
13.68%
8.04%
Value at Worst Rolling Year
₹1.14 Cr
₹1.08 Cr
Deepest Drawdown
−20.80%
−22.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
26.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 11% · M 7% · S 82%
Number of Stocks
65
17
Portfolio P/E
28.49
52.34
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%
Healthcare Global Enterprises Ltd · 14.95%
Thyrocare Technologies Ltd · 9.22%
FDC Ltd · 6.77%
Jubilant Pharmova Ltd · 6.67%
Jeena Sikho Lifecare Ltd · 6.65%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 1% / 0%