Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
−1.89%
10.94%
1 Year
−1.71%
1.03%
3 Years
14.33%
11.45%
5 Years
13.36%
15.19%
Since Inception
22.84%
27.03%
Fund Age
5 yrs 5 mo
5 yrs 11 mo
AUM
₹46.26 Cr
₹298.71 Cr
Alpha – 1 Year
−6.43%
−3.69%
Alpha – 3 Years
2.24%
−0.64%
Information Ratio – 3 Years
0.22
-0.04
Volatility – 1 Year
19.18%
27.68%
Volatility – 3 Years
17.80%
23.40%
Beta – 1 Year
1.02
1.45
Beta – 3 Years
1.04
1.22
Sharpe Ratio – 1 Year
-0.27
-0.03
Sharpe Ratio – 3 Years
0.55
0.35
Worst Rolling Year
13.68%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−20.80%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.14%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 69% · M 8% · S 22%
L 2% · M 2% · S 86%
Number of Stocks
65
36
Portfolio P/E
28.49
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
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%