Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Nippon - Emerging India - EIP
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Nippon - Emerging India - EIP
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.41%
2.63%
6 Months
−1.89%
13.11%
1 Year
−1.71%
15.44%
3 Years
14.33%
15.82%
5 Years
13.36%
15.29%
Since Inception
22.84%
15.37%
Fund Age
5 yrs 5 mo
9 yrs 4 mo
AUM
₹46.26 Cr
₹32.48 Cr
Alpha – 1 Year
−6.43%
10.72%
Alpha – 3 Years
2.24%
3.73%
Information Ratio – 3 Years
0.22
0.69
Volatility – 1 Year
19.18%
17.99%
Volatility – 3 Years
17.80%
17.45%
Beta – 1 Year
1.02
0.99
Beta – 3 Years
1.04
1.02
Sharpe Ratio – 1 Year
-0.27
0.59
Sharpe Ratio – 3 Years
0.55
0.71
Worst Rolling Year
13.68%
-6.27%
Value at Worst Rolling Year
₹1.14 Cr
₹0.94 Cr
Deepest Drawdown
−20.80%
−21.15%
Recovery Period
Not yet recovered
474 days
1-Year Rolling Windows Positive
100.00%
92.43%
Median Rolling Year
21.14%
21.04%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 8% · M 22% · S 44%
Number of Stocks
65
30
Portfolio P/E
28.49
30.67
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 · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Financial Services · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
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%