Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Nine Rivers Capital - Aurum Small Cap Opportunities
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Nine Rivers Capital - Aurum Small Cap Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.41%
−0.59%
6 Months
−1.89%
18.29%
1 Year
−1.71%
5.81%
3 Years
14.33%
7.48%
5 Years
13.36%
14.52%
Since Inception
22.84%
24.60%
Fund Age
5 yrs 5 mo
13 yrs 8 mo
AUM
₹46.26 Cr
₹708.2 Cr
Alpha – 1 Year
−6.43%
1.09%
Alpha – 3 Years
2.24%
−4.61%
Information Ratio – 3 Years
0.22
-0.16
Volatility – 1 Year
19.18%
29.19%
Volatility – 3 Years
17.80%
22.60%
Beta – 1 Year
1.02
1.53
Beta – 3 Years
1.04
1.17
Sharpe Ratio – 1 Year
-0.27
0.14
Sharpe Ratio – 3 Years
0.55
0.29
Worst Rolling Year
13.68%
-18.85%
Value at Worst Rolling Year
₹1.14 Cr
₹0.81 Cr
Deepest Drawdown
−20.80%
−30.22%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
85.17%
Median Rolling Year
21.14%
23.06%
5-Year Rolling Windows Positive
100.00%
96.19%
Market-Cap Mix
L 69% · M 8% · S 22%
—
Number of Stocks
65
—
Portfolio P/E
28.49
—
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%
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%