Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.41%
0.36%
6 Months
−1.89%
5.01%
1 Year
−1.71%
−5.33%
3 Years
14.33%
1.25%
5 Years
13.36%
−1.56%
Since Inception
22.84%
10.94%
Fund Age
5 yrs 5 mo
6 yrs 11 mo
AUM
₹46.26 Cr
₹122.91 Cr
Alpha – 1 Year
−6.43%
−8.31%
Alpha – 3 Years
2.24%
−10.64%
Information Ratio – 3 Years
0.22
-0.98
Volatility – 1 Year
19.18%
16.35%
Volatility – 3 Years
17.80%
16.88%
Beta – 1 Year
1.02
0.87
Beta – 3 Years
1.04
0.86
Sharpe Ratio – 1 Year
-0.27
-0.59
Sharpe Ratio – 3 Years
0.55
-0.17
Worst Rolling Year
13.68%
-5.79%
Value at Worst Rolling Year
₹1.14 Cr
₹0.94 Cr
Deepest Drawdown
−20.80%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
21.14%
1.42%
5-Year Rolling Windows Positive
100.00%
83.33%
Market-Cap Mix
L 69% · M 8% · S 22%
M 4% · S 79%
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
—
Fixed Fee
2.00% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%