Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Phillip Income Builder Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Phillip Income Builder Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.41%
0.82%
6 Months
−1.89%
5.10%
1 Year
−1.71%
10.73%
3 Years
14.33%
13.62%
5 Years
13.36%
—
Since Inception
22.84%
13.76%
Fund Age
5 yrs 5 mo
3 yrs
AUM
₹46.26 Cr
₹261.91 Cr
Alpha – 1 Year
−6.43%
5.53%
Alpha – 3 Years
2.24%
6.73%
Information Ratio – 3 Years
0.22
2.55
Volatility – 1 Year
19.18%
1.39%
Volatility – 3 Years
17.80%
1.55%
Beta – 1 Year
1.02
0.39
Beta – 3 Years
1.04
0.13
Sharpe Ratio – 1 Year
-0.27
3.51
Sharpe Ratio – 3 Years
0.55
4.91
Worst Rolling Year
13.68%
13.63%
Value at Worst Rolling Year
₹1.14 Cr
₹1.14 Cr
Deepest Drawdown
−20.80%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
13.72%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 69% · M 8% · S 22%
—
Number of Stocks
65
—
Portfolio P/E
28.49
—
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%
11% Kosamattam · 0.00%
Muthoot Fincorp Ltd. 10.45% DB REDEEM 24/12/2032 INR 10000 · 0.00%
Indostar Capital Finance Ltd 10.30% DB REDEEM 25/09/2027 INR 1000 · 0.00%
Navi Finserv Ltd. 10.75% DB REDEEM 19/08/2028 INR 10000 · 0.00%
MUTHOOTTU MINI FINANCIERS LTD 9.25 NCD 18SP27 FVRS10000 · 0.00%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
—
Fixed Fee
2.00% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%