Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
JM Financial - India Resurgent
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%
4.15%
6 Months
−1.89%
18.21%
1 Year
−1.71%
19.11%
3 Years
14.33%
23.58%
5 Years
13.36%
18.40%
Since Inception
22.84%
13.93%
Fund Age
5 yrs 5 mo
11 yrs 4 mo
AUM
₹46.26 Cr
₹13.37 Cr
Alpha – 1 Year
−6.43%
16.13%
Alpha – 3 Years
2.24%
11.69%
Information Ratio – 3 Years
0.22
1.24
Volatility – 1 Year
19.18%
18.18%
Volatility – 3 Years
17.80%
17.99%
Beta – 1 Year
1.02
0.94
Beta – 3 Years
1.04
1.01
Sharpe Ratio – 1 Year
-0.27
0.75
Sharpe Ratio – 3 Years
0.55
0.97
Worst Rolling Year
13.68%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−20.80%
−20.05%
Recovery Period
Not yet recovered
162 days
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 27% · M 15% · S 55%
Number of Stocks
65
32
Portfolio P/E
28.49
41.94
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%
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
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%