Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.41%
1.47%
6 Months
−1.89%
5.42%
1 Year
−1.71%
9.64%
3 Years
14.33%
10.36%
5 Years
13.36%
7.75%
Since Inception
22.84%
11.08%
Fund Age
5 yrs 5 mo
9 yrs 11 mo
AUM
₹46.26 Cr
₹66.05 Cr
Alpha – 1 Year
−6.43%
9.99%
Alpha – 3 Years
2.24%
1.36%
Information Ratio – 3 Years
0.22
0.51
Volatility – 1 Year
19.18%
17.05%
Volatility – 3 Years
17.80%
14.23%
Beta – 1 Year
1.02
1.05
Beta – 3 Years
1.04
1.00
Sharpe Ratio – 1 Year
-0.27
0.31
Sharpe Ratio – 3 Years
0.55
0.40
Worst Rolling Year
13.68%
0.57%
Value at Worst Rolling Year
₹1.14 Cr
₹1.01 Cr
Deepest Drawdown
−20.80%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
21.14%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 84% · M 12%
Number of Stocks
65
23
Portfolio P/E
28.49
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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 · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
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Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
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