Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Purnartha Vision Strategy
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Purnartha Vision Strategy
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%
5.60%
6 Months
−1.89%
9.69%
1 Year
−1.71%
14.36%
3 Years
14.33%
13.50%
5 Years
13.36%
8.53%
Since Inception
22.84%
11.34%
Fund Age
5 yrs 5 mo
5 yrs 5 mo
AUM
₹46.26 Cr
₹190.75 Cr
Alpha – 1 Year
−6.43%
9.64%
Alpha – 3 Years
2.24%
1.41%
Information Ratio – 3 Years
0.22
0.20
Volatility – 1 Year
19.18%
24.59%
Volatility – 3 Years
17.80%
18.73%
Beta – 1 Year
1.02
1.16
Beta – 3 Years
1.04
1.03
Sharpe Ratio – 1 Year
-0.27
0.44
Sharpe Ratio – 3 Years
0.55
0.52
Worst Rolling Year
13.68%
8.91%
Value at Worst Rolling Year
₹1.14 Cr
₹1.09 Cr
Deepest Drawdown
−20.80%
−18.32%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
13.01%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 16% · M 12% · S 39%
Number of Stocks
65
—
Portfolio P/E
28.49
25.84
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%
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Finolex Cables Ltd · 0.00%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%