Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Samvitti-PMS Aggressive Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.41%
10.24%
6 Months
−1.89%
31.65%
1 Year
−1.71%
26.47%
3 Years
14.33%
18.72%
5 Years
13.36%
16.28%
Since Inception
22.84%
14.51%
Fund Age
5 yrs 5 mo
10 yrs 10 mo
AUM
₹46.26 Cr
₹423.36 Cr
Alpha – 1 Year
−6.43%
21.75%
Alpha – 3 Years
2.24%
6.63%
Information Ratio – 3 Years
0.22
0.36
Volatility – 1 Year
19.18%
28.25%
Volatility – 3 Years
17.80%
24.90%
Beta – 1 Year
1.02
1.32
Beta – 3 Years
1.04
1.13
Sharpe Ratio – 1 Year
-0.27
0.78
Sharpe Ratio – 3 Years
0.55
0.60
Worst Rolling Year
13.68%
-5.98%
Value at Worst Rolling Year
₹1.14 Cr
₹0.94 Cr
Deepest Drawdown
−20.80%
−31.67%
Recovery Period
Not yet recovered
492 days
1-Year Rolling Windows Positive
100.00%
86.69%
Median Rolling Year
21.14%
14.66%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 12% · M 6% · S 82%
Number of Stocks
65
62
Portfolio P/E
28.49
61.63
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%
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
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%