Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
ORO-Alpha Value
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%
0.44%
6 Months
−1.89%
5.47%
1 Year
−1.71%
6.35%
3 Years
14.33%
—
5 Years
13.36%
—
Since Inception
22.84%
6.04%
Fund Age
5 yrs 5 mo
3 yrs 8 mo
AUM
₹46.26 Cr
₹1.28 Cr
Alpha – 1 Year
−6.43%
3.37%
Alpha – 3 Years
2.24%
—
Information Ratio – 3 Years
0.22
—
Volatility – 1 Year
19.18%
17.26%
Volatility – 3 Years
17.80%
15.80%
Beta – 1 Year
1.02
0.95
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
-0.27
0.12
Sharpe Ratio – 3 Years
0.55
0.10
Worst Rolling Year
13.68%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−20.80%
−17.83%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.14%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 69% · M 8% · S 22%
L 42% · M 17% · S 27%
Number of Stocks
65
24
Portfolio P/E
28.49
39.38
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%
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%