Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Motilal Oswal - Multifactor Equity PMS
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%
0.47%
6 Months
−1.89%
0.32%
1 Year
−1.71%
1.03%
3 Years
14.33%
14.82%
5 Years
13.36%
11.82%
Since Inception
22.84%
13.07%
Fund Age
5 yrs 5 mo
5 yrs 2 mo
AUM
₹46.26 Cr
₹56.08 Cr
Alpha – 1 Year
−6.43%
−1.95%
Alpha – 3 Years
2.24%
2.94%
Information Ratio – 3 Years
0.22
0.18
Volatility – 1 Year
19.18%
13.89%
Volatility – 3 Years
17.80%
18.35%
Beta – 1 Year
1.02
0.75
Beta – 3 Years
1.04
1.00
Sharpe Ratio – 1 Year
-0.27
-0.25
Sharpe Ratio – 3 Years
0.55
0.55
Worst Rolling Year
13.68%
12.65%
Value at Worst Rolling Year
₹1.14 Cr
₹1.13 Cr
Deepest Drawdown
−20.80%
−26.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
19.77%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 38% · M 29% · S 24%
Number of Stocks
65
37
Portfolio P/E
28.49
29.42
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%
Cash & Cash Equivalent · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
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%