Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs JM Financial - Focus
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
JM Financial - Focus
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%
1.03%
6 Months
−1.89%
6.82%
1 Year
−1.71%
3.42%
3 Years
14.33%
13.55%
5 Years
13.36%
9.47%
Since Inception
22.84%
15.08%
Fund Age
5 yrs 5 mo
13 yrs 9 mo
AUM
₹46.26 Cr
₹319.05 Cr
Alpha – 1 Year
−6.43%
0.44%
Alpha – 3 Years
2.24%
1.66%
Information Ratio – 3 Years
0.22
0.24
Volatility – 1 Year
19.18%
13.79%
Volatility – 3 Years
17.80%
15.92%
Beta – 1 Year
1.02
0.75
Beta – 3 Years
1.04
0.91
Sharpe Ratio – 1 Year
-0.27
-0.08
Sharpe Ratio – 3 Years
0.55
0.53
Worst Rolling Year
13.68%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−20.80%
−20.24%
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 63% · M 12% · S 18%
Number of Stocks
65
49
Portfolio P/E
28.49
33.08
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 · 6.48%
HDFC Bank Ltd · 5.81%
Axis Bank Ltd · 5.40%
Divis Laboratories Ltd · 5.04%
Pidilite Industries Ltd · 4.93%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Capital Goods · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 0%