Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
ORO - All Weather Portfolio
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%
−0.19%
6 Months
−1.89%
−0.42%
1 Year
−1.71%
−4.58%
3 Years
14.33%
16.32%
5 Years
13.36%
13.17%
Since Inception
22.84%
13.94%
Fund Age
5 yrs 5 mo
6 yrs 6 mo
AUM
₹46.26 Cr
₹13.16 Cr
Alpha – 1 Year
−6.43%
−7.56%
Alpha – 3 Years
2.24%
4.42%
Information Ratio – 3 Years
0.22
0.49
Volatility – 1 Year
19.18%
16.90%
Volatility – 3 Years
17.80%
17.54%
Beta – 1 Year
1.02
0.86
Beta – 3 Years
1.04
0.99
Sharpe Ratio – 1 Year
-0.27
-0.52
Sharpe Ratio – 3 Years
0.55
0.69
Worst Rolling Year
13.68%
3.91%
Value at Worst Rolling Year
₹1.14 Cr
₹1.04 Cr
Deepest Drawdown
−20.80%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
21.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 66% · M 23%
Number of Stocks
65
20
Portfolio P/E
28.49
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%