Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.41%
4.17%
6 Months
−1.89%
19.62%
1 Year
−1.71%
12.19%
3 Years
14.33%
23.51%
5 Years
13.36%
13.96%
Since Inception
22.84%
23.13%
Fund Age
5 yrs 5 mo
6 yrs 7 mo
AUM
₹46.26 Cr
₹2,332.81 Cr
Alpha – 1 Year
−6.43%
9.21%
Alpha – 3 Years
2.24%
11.63%
Information Ratio – 3 Years
0.22
0.83
Volatility – 1 Year
19.18%
26.11%
Volatility – 3 Years
17.80%
21.82%
Beta – 1 Year
1.02
1.32
Beta – 3 Years
1.04
1.14
Sharpe Ratio – 1 Year
-0.27
0.33
Sharpe Ratio – 3 Years
0.55
0.83
Worst Rolling Year
13.68%
12.50%
Value at Worst Rolling Year
₹1.14 Cr
₹1.13 Cr
Deepest Drawdown
−20.80%
−24.27%
Recovery Period
Not yet recovered
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 14% · M 33% · S 52%
Number of Stocks
65
33
Portfolio P/E
28.49
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 0% / 0%