Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Marcellus - Consistent Compounders
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Marcellus - Consistent Compounders
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%
4.02%
6 Months
−1.89%
10.61%
1 Year
−1.71%
3.27%
3 Years
14.33%
5.81%
5 Years
13.36%
4.77%
Since Inception
22.84%
12.23%
Fund Age
5 yrs 5 mo
7 yrs 7 mo
AUM
₹46.26 Cr
₹1,666.24 Cr
Alpha – 1 Year
−6.43%
3.70%
Alpha – 3 Years
2.24%
−2.76%
Information Ratio – 3 Years
0.22
-0.29
Volatility – 1 Year
19.18%
19.50%
Volatility – 3 Years
17.80%
16.37%
Beta – 1 Year
1.02
1.09
Beta – 3 Years
1.04
1.05
Sharpe Ratio – 1 Year
-0.27
-0.02
Sharpe Ratio – 3 Years
0.55
0.10
Worst Rolling Year
13.68%
0.36%
Value at Worst Rolling Year
₹1.14 Cr
₹1.00 Cr
Deepest Drawdown
−20.80%
−23.56%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.77%
Median Rolling Year
21.14%
8.56%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 42% · M 32% · S 25%
Number of Stocks
65
—
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%
Trent Ltd · 8.00%
Divis Laboratories Ltd · 8.00%
Narayana Hrudayalaya Ltd · 7.50%
Asian Paints Ltd · 7.00%
Tube Investments of India Ltd · 7.00%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%