Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.41%
0.97%
6 Months
−1.89%
6.33%
1 Year
−1.71%
−0.99%
3 Years
14.33%
6.26%
5 Years
13.36%
6.47%
Since Inception
22.84%
5.18%
Fund Age
5 yrs 5 mo
19 yrs 5 mo
AUM
₹46.26 Cr
₹95.89 Cr
Alpha – 1 Year
−6.43%
2.51%
Alpha – 3 Years
2.24%
−2.73%
Information Ratio – 3 Years
0.22
-0.10
Volatility – 1 Year
19.18%
20.93%
Volatility – 3 Years
17.80%
17.77%
Beta – 1 Year
1.02
1.14
Beta – 3 Years
1.04
1.05
Sharpe Ratio – 1 Year
-0.27
-0.20
Sharpe Ratio – 3 Years
0.55
0.23
Worst Rolling Year
13.68%
-21.50%
Value at Worst Rolling Year
₹1.14 Cr
₹0.79 Cr
Deepest Drawdown
−20.80%
−30.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
74.63%
Median Rolling Year
21.14%
10.39%
5-Year Rolling Windows Positive
100.00%
82.76%
Market-Cap Mix
L 69% · M 8% · S 22%
L 77% · M 12% · S 11%
Number of Stocks
65
57
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%