Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Master Trust India Growth Strategy
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Master Trust India Growth Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.41%
5.45%
6 Months
−1.89%
16.85%
1 Year
−1.71%
9.30%
3 Years
14.33%
14.05%
5 Years
13.36%
14.30%
Since Inception
22.84%
24.29%
Fund Age
5 yrs 5 mo
14 yrs 10 mo
AUM
₹46.26 Cr
₹372.24 Cr
Alpha – 1 Year
−6.43%
4.58%
Alpha – 3 Years
2.24%
1.97%
Information Ratio – 3 Years
0.22
0.33
Volatility – 1 Year
19.18%
21.18%
Volatility – 3 Years
17.80%
20.18%
Beta – 1 Year
1.02
1.04
Beta – 3 Years
1.04
1.12
Sharpe Ratio – 1 Year
-0.27
0.27
Sharpe Ratio – 3 Years
0.55
0.49
Worst Rolling Year
13.68%
-10.46%
Value at Worst Rolling Year
₹1.14 Cr
₹0.90 Cr
Deepest Drawdown
−20.80%
−23.77%
Recovery Period
Not yet recovered
99 days
1-Year Rolling Windows Positive
100.00%
93.61%
Median Rolling Year
21.14%
27.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
—
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%
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
—
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 1.5% / 0.5%