Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Nippon - Absolute Freedom - ABS
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Nippon - Absolute Freedom - ABS
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%
5.68%
6 Months
−1.89%
10.98%
1 Year
−1.71%
10.72%
3 Years
14.33%
15.83%
5 Years
13.36%
13.58%
Since Inception
22.84%
14.48%
Fund Age
5 yrs 5 mo
21 yrs 11 mo
AUM
₹46.26 Cr
₹8.51 Cr
Alpha – 1 Year
−6.43%
6.00%
Alpha – 3 Years
2.24%
3.74%
Information Ratio – 3 Years
0.22
0.71
Volatility – 1 Year
19.18%
16.38%
Volatility – 3 Years
17.80%
14.45%
Beta – 1 Year
1.02
0.87
Beta – 3 Years
1.04
0.89
Sharpe Ratio – 1 Year
-0.27
0.33
Sharpe Ratio – 3 Years
0.55
0.72
Worst Rolling Year
13.68%
-12.28%
Value at Worst Rolling Year
₹1.14 Cr
₹0.88 Cr
Deepest Drawdown
−20.80%
−17.66%
Recovery Period
Not yet recovered
197 days
1-Year Rolling Windows Positive
100.00%
90.88%
Median Rolling Year
21.14%
13.32%
5-Year Rolling Windows Positive
100.00%
98.04%
Market-Cap Mix
L 69% · M 8% · S 22%
L 23% · M 15% · S 43%
Number of Stocks
65
30
Portfolio P/E
28.49
39.84
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%
Other Equity · 11.39%
Cash & Cash Equivalent · 7.18%
One 97 Communications Ltd · 4.17%
Neuland Laboratories Ltd · 4.14%
Delhivery Ltd · 4.02%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
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%