Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
−1.89%
19.55%
1 Year
−1.71%
11.69%
3 Years
14.33%
15.46%
5 Years
13.36%
—
Since Inception
22.84%
23.05%
Fund Age
5 yrs 5 mo
3 yrs 4 mo
AUM
₹46.26 Cr
₹95.08 Cr
Alpha – 1 Year
−6.43%
8.71%
Alpha – 3 Years
2.24%
3.58%
Information Ratio – 3 Years
0.22
0.52
Volatility – 1 Year
19.18%
27.25%
Volatility – 3 Years
17.80%
23.29%
Beta – 1 Year
1.02
1.44
Beta – 3 Years
1.04
1.22
Sharpe Ratio – 1 Year
-0.27
0.33
Sharpe Ratio – 3 Years
0.55
0.66
Worst Rolling Year
13.68%
15.47%
Value at Worst Rolling Year
₹1.14 Cr
₹1.15 Cr
Deepest Drawdown
−20.80%
−32.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
17.67%
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%
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
—
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%