Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Phillip Ethical India Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Phillip Ethical India Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.41%
3.05%
6 Months
−1.89%
16.92%
1 Year
−1.71%
10.56%
3 Years
14.33%
6.67%
5 Years
13.36%
7.52%
Since Inception
22.84%
10.84%
Fund Age
5 yrs 5 mo
8 yrs 8 mo
AUM
₹46.26 Cr
₹10.35 Cr
Alpha – 1 Year
−6.43%
5.86%
Alpha – 3 Years
2.24%
−4.55%
Information Ratio – 3 Years
0.22
-0.70
Volatility – 1 Year
19.18%
20.12%
Volatility – 3 Years
17.80%
17.20%
Beta – 1 Year
1.02
1.04
Beta – 3 Years
1.04
0.98
Sharpe Ratio – 1 Year
-0.27
0.33
Sharpe Ratio – 3 Years
0.55
0.11
Worst Rolling Year
13.68%
4.20%
Value at Worst Rolling Year
₹1.14 Cr
₹1.04 Cr
Deepest Drawdown
−20.80%
−24.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
14.71%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 14% · M 44% · S 40%
Number of Stocks
65
21
Portfolio P/E
28.49
51.26
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%
Uno Minda Ltd · 7.68%
Himadri Speciality Chemical Ltd · 6.68%
Coforge Ltd · 6.15%
Garware Hi Tech Films Ltd · 6.12%
KEI Industries Ltd · 5.84%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Capital Goods · 33.82%
Automobile and Auto Components · 17.29%
Chemicals · 17.05%
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%