Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs MRG Capital - Wealth Enhancer
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
MRG Capital - Wealth Enhancer
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%
0.31%
6 Months
−1.89%
−0.02%
1 Year
−1.71%
9.16%
3 Years
14.33%
15.25%
5 Years
13.36%
10.25%
Since Inception
22.84%
11.62%
Fund Age
5 yrs 5 mo
7 yrs 3 mo
AUM
₹46.26 Cr
₹55.42 Cr
Alpha – 1 Year
−6.43%
9.51%
Alpha – 3 Years
2.24%
6.25%
Information Ratio – 3 Years
0.22
0.85
Volatility – 1 Year
19.18%
16.48%
Volatility – 3 Years
17.80%
14.29%
Beta – 1 Year
1.02
0.90
Beta – 3 Years
1.04
0.91
Sharpe Ratio – 1 Year
-0.27
0.29
Sharpe Ratio – 3 Years
0.55
0.70
Worst Rolling Year
13.68%
4.67%
Value at Worst Rolling Year
₹1.14 Cr
₹1.05 Cr
Deepest Drawdown
−20.80%
−15.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
13.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 43% · M 13% · S 23%
Number of Stocks
65
89
Portfolio P/E
28.49
32.47
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%
Mahindra & Mahindra Ltd · 11.76%
ICICI Pru Silver ETF · 9.36%
Reliance Industries Ltd · 5.46%
Cash & Cash Equivalent · 4.95%
Nippon India ETF Gold BeES · 3.01%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Others · 14.59%
Automobile and Auto Components · 13.45%
Fast Moving Consumer Goods · 10.94%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 1% / 0%