Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Karvy Capital - Demeter
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Karvy Capital - Demeter
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.41%
0.18%
6 Months
−1.89%
2.87%
1 Year
−1.71%
3.77%
3 Years
14.33%
6.69%
5 Years
13.36%
6.74%
Since Inception
22.84%
10.62%
Fund Age
5 yrs 5 mo
12 yrs 1 mo
AUM
₹46.26 Cr
₹61.33 Cr
Alpha – 1 Year
−6.43%
−5.66%
Alpha – 3 Years
2.24%
−3.03%
Information Ratio – 3 Years
0.22
-1.20
Volatility – 1 Year
19.18%
3.14%
Volatility – 3 Years
17.80%
2.07%
Beta – 1 Year
1.02
-0.20
Beta – 3 Years
1.04
-0.08
Sharpe Ratio – 1 Year
-0.27
-0.40
Sharpe Ratio – 3 Years
0.55
0.62
Worst Rolling Year
13.68%
-3.43%
Value at Worst Rolling Year
₹1.14 Cr
₹0.97 Cr
Deepest Drawdown
−20.80%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
99.16%
Median Rolling Year
21.14%
11.58%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
—
Number of Stocks
65
9
Portfolio P/E
28.49
—
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%
Kotak Money Market Fund - Direct (G) · 47.28%
SATIN CREDITCARE NETWORK LIMITED 10.15 NCD 13JL28 FVRS10000 · 29.85%
KEERTANA FINSERV LIMITED 12 NCD 04SP28 FVRS10000 · 13.42%
Electronica Finance Ltd. 12.90% DB REDEEM 26/09/2029 INR 100000 · 4.73%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 1.45%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Others · 92.72%
Government · 7.02%
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%