Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−1.41%
10.15%
6 Months
−1.89%
31.39%
1 Year
−1.71%
26.01%
3 Years
14.33%
19.28%
5 Years
13.36%
23.67%
Since Inception
22.84%
28.23%
Fund Age
5 yrs 5 mo
5 yrs 4 mo
AUM
₹46.26 Cr
₹483.07 Cr
Alpha – 1 Year
−6.43%
21.29%
Alpha – 3 Years
2.24%
7.19%
Information Ratio – 3 Years
0.22
0.38
Volatility – 1 Year
19.18%
27.77%
Volatility – 3 Years
17.80%
26.19%
Beta – 1 Year
1.02
1.29
Beta – 3 Years
1.04
1.20
Sharpe Ratio – 1 Year
-0.27
0.78
Sharpe Ratio – 3 Years
0.55
0.61
Worst Rolling Year
13.68%
19.29%
Value at Worst Rolling Year
₹1.14 Cr
₹1.19 Cr
Deepest Drawdown
−20.80%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 12% · M 6% · S 81%
Number of Stocks
65
63
Portfolio P/E
28.49
62.66
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%
—
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%