Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Phillip Capital - Emerging India Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Phillip Capital - Emerging India 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%
3.88%
6 Months
−1.89%
18.21%
1 Year
−1.71%
11.44%
3 Years
14.33%
9.27%
5 Years
13.36%
10.90%
Since Inception
22.84%
13.08%
Fund Age
5 yrs 5 mo
9 yrs
AUM
₹46.26 Cr
₹29.3 Cr
Alpha – 1 Year
−6.43%
6.74%
Alpha – 3 Years
2.24%
−1.95%
Information Ratio – 3 Years
0.22
-0.21
Volatility – 1 Year
19.18%
23.26%
Volatility – 3 Years
17.80%
18.09%
Beta – 1 Year
1.02
1.21
Beta – 3 Years
1.04
0.98
Sharpe Ratio – 1 Year
-0.27
0.35
Sharpe Ratio – 3 Years
0.55
0.32
Worst Rolling Year
13.68%
0.11%
Value at Worst Rolling Year
₹1.14 Cr
₹1.00 Cr
Deepest Drawdown
−20.80%
−21.53%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
99.73%
Median Rolling Year
21.14%
15.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 6% · M 32% · S 55%
Number of Stocks
65
23
Portfolio P/E
28.49
49.89
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 · 6.95%
Coforge Ltd · 5.74%
Syrma SGS Technology Ltd · 4.69%
Vishnu Chemicals Ltd · 4.48%
Carysil Ltd · 4.45%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
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%