Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Oro-alpha compounders
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%
2.98%
6 Months
−1.89%
−0.13%
1 Year
−1.71%
−2.80%
3 Years
14.33%
13.20%
5 Years
13.36%
—
Since Inception
22.84%
13.51%
Fund Age
5 yrs 5 mo
3 yrs 8 mo
AUM
₹46.26 Cr
₹30.6 Cr
Alpha – 1 Year
−6.43%
−5.78%
Alpha – 3 Years
2.24%
1.30%
Information Ratio – 3 Years
0.22
0.16
Volatility – 1 Year
19.18%
16.62%
Volatility – 3 Years
17.80%
16.99%
Beta – 1 Year
1.02
0.93
Beta – 3 Years
1.04
1.05
Sharpe Ratio – 1 Year
-0.27
-0.42
Sharpe Ratio – 3 Years
0.55
0.50
Worst Rolling Year
13.68%
13.00%
Value at Worst Rolling Year
₹1.14 Cr
₹1.13 Cr
Deepest Drawdown
−20.80%
−20.23%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
17.04%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 69% · M 8% · S 22%
L 44% · M 26% · S 17%
Number of Stocks
65
24
Portfolio P/E
28.49
32.10
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%
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%