Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Sameeksha - Equity Fund
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%
−0.38%
6 Months
−1.89%
11.48%
1 Year
−1.71%
7.29%
3 Years
14.33%
16.29%
5 Years
13.36%
16.45%
Since Inception
22.84%
20.67%
Fund Age
5 yrs 5 mo
10 yrs 4 mo
AUM
₹46.26 Cr
₹1,333.94 Cr
Alpha – 1 Year
−6.43%
2.57%
Alpha – 3 Years
2.24%
4.20%
Information Ratio – 3 Years
0.22
0.52
Volatility – 1 Year
19.18%
21.33%
Volatility – 3 Years
17.80%
16.22%
Beta – 1 Year
1.02
1.18
Beta – 3 Years
1.04
0.93
Sharpe Ratio – 1 Year
-0.27
0.18
Sharpe Ratio – 3 Years
0.55
0.69
Worst Rolling Year
13.68%
-0.52%
Value at Worst Rolling Year
₹1.14 Cr
₹0.99 Cr
Deepest Drawdown
−20.80%
−19.36%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
98.89%
Median Rolling Year
21.14%
25.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
—
Number of Stocks
65
50
Portfolio P/E
28.49
21.52
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%
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
—
Fixed Fee
2.00% / yr
0.05% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 0% / 0%