Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Quest Investment Managers – Flagship
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%
6.42%
6 Months
−1.89%
15.63%
1 Year
−1.71%
0.27%
3 Years
14.33%
12.69%
5 Years
13.36%
8.81%
Since Inception
22.84%
15.48%
Fund Age
5 yrs 5 mo
18 yrs 10 mo
AUM
₹46.26 Cr
₹406.27 Cr
Alpha – 1 Year
−6.43%
−4.45%
Alpha – 3 Years
2.24%
0.61%
Information Ratio – 3 Years
0.22
0.21
Volatility – 1 Year
19.18%
22.89%
Volatility – 3 Years
17.80%
19.09%
Beta – 1 Year
1.02
1.13
Beta – 3 Years
1.04
1.05
Sharpe Ratio – 1 Year
-0.27
-0.11
Sharpe Ratio – 3 Years
0.55
0.45
Worst Rolling Year
13.68%
-10.83%
Value at Worst Rolling Year
₹1.14 Cr
₹0.89 Cr
Deepest Drawdown
−20.80%
−31.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
91.19%
Median Rolling Year
21.14%
17.32%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 28% · M 26% · S 45%
Number of Stocks
65
29
Portfolio P/E
28.49
38.78
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%
Eternal Ltd · 7.83%
Piramal Pharma Ltd · 7.40%
Viyash Scientific Ltd · 6.22%
Coforge Ltd · 6.21%
Samhi Hotels Ltd · 4.95%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / 0% / 0%