Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs MRG Capital - Wealth Maximizer
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ATLAS - Debt Equity Hybrid Pms Fund
MRG Capital - Wealth Maximizer
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%
−0.03%
6 Months
−1.89%
1.95%
1 Year
−1.71%
9.19%
3 Years
14.33%
16.93%
5 Years
13.36%
11.74%
Since Inception
22.84%
12.55%
Fund Age
5 yrs 5 mo
7 yrs 3 mo
AUM
₹46.26 Cr
₹17.39 Cr
Alpha – 1 Year
−6.43%
9.54%
Alpha – 3 Years
2.24%
7.93%
Information Ratio – 3 Years
0.22
0.83
Volatility – 1 Year
19.18%
16.46%
Volatility – 3 Years
17.80%
13.48%
Beta – 1 Year
1.02
0.82
Beta – 3 Years
1.04
0.74
Sharpe Ratio – 1 Year
-0.27
0.29
Sharpe Ratio – 3 Years
0.55
0.84
Worst Rolling Year
13.68%
3.01%
Value at Worst Rolling Year
₹1.14 Cr
₹1.03 Cr
Deepest Drawdown
−20.80%
−16.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
16.02%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 27% · M 18% · S 26%
Number of Stocks
65
53
Portfolio P/E
28.49
33.46
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%
ICICI Pru Silver ETF · 10.30%
Cash & Cash Equivalent · 9.45%
Bharti Airtel Ltd · 5.71%
ITC Ltd · 5.46%
Ashiana Housing Ltd · 4.67%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
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%