Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Marcellus - Kings of Capital
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.41%
0.50%
6 Months
−1.89%
2.02%
1 Year
−1.71%
0.60%
3 Years
14.33%
8.21%
5 Years
13.36%
5.75%
Since Inception
22.84%
9.73%
Fund Age
5 yrs 5 mo
6 yrs
AUM
₹46.26 Cr
₹128.19 Cr
Alpha – 1 Year
−6.43%
1.03%
Alpha – 3 Years
2.24%
−0.36%
Information Ratio – 3 Years
0.22
0.12
Volatility – 1 Year
19.18%
19.24%
Volatility – 3 Years
17.80%
14.76%
Beta – 1 Year
1.02
1.13
Beta – 3 Years
1.04
0.95
Sharpe Ratio – 1 Year
-0.27
-0.16
Sharpe Ratio – 3 Years
0.55
0.24
Worst Rolling Year
13.68%
0.20%
Value at Worst Rolling Year
₹1.14 Cr
₹1.00 Cr
Deepest Drawdown
−20.80%
−18.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.09%
Median Rolling Year
21.14%
8.37%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 47% · M 42% · S 11%
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%