Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
MRG Capital - Wealth Protector
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%
0.67%
6 Months
−1.89%
1.38%
1 Year
−1.71%
7.78%
3 Years
14.33%
12.37%
5 Years
13.36%
10.07%
Since Inception
22.84%
13.18%
Fund Age
5 yrs 5 mo
6 yrs 8 mo
AUM
₹46.26 Cr
₹1.13 Cr
Alpha – 1 Year
−6.43%
8.13%
Alpha – 3 Years
2.24%
3.37%
Information Ratio – 3 Years
0.22
0.42
Volatility – 1 Year
19.18%
17.12%
Volatility – 3 Years
17.80%
14.65%
Beta – 1 Year
1.02
0.93
Beta – 3 Years
1.04
0.90
Sharpe Ratio – 1 Year
-0.27
0.21
Sharpe Ratio – 3 Years
0.55
0.51
Worst Rolling Year
13.68%
10.01%
Value at Worst Rolling Year
₹1.14 Cr
₹1.10 Cr
Deepest Drawdown
−20.80%
−15.65%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
15.34%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 34% · M 14% · S 34%
Number of Stocks
65
43
Portfolio P/E
28.49
30.39
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%
Titan Company Ltd · 11.70%
ICICI Pru Silver ETF · 10.73%
Castrol India Ltd · 9.17%
Larsen & Toubro Ltd · 6.16%
Cash & Cash Equivalent · 4.35%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
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%