Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
SBI MF - ESG Portfolio
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%
2.26%
6 Months
−1.89%
18.40%
1 Year
−1.71%
9.21%
3 Years
14.33%
13.13%
5 Years
13.36%
13.39%
Since Inception
22.84%
14.83%
Fund Age
5 yrs 5 mo
10 yrs
AUM
₹46.26 Cr
₹666.2 Cr
Alpha – 1 Year
−6.43%
9.64%
Alpha – 3 Years
2.24%
4.56%
Information Ratio – 3 Years
0.22
0.38
Volatility – 1 Year
19.18%
18.95%
Volatility – 3 Years
17.80%
16.01%
Beta – 1 Year
1.02
0.98
Beta – 3 Years
1.04
0.90
Sharpe Ratio – 1 Year
-0.27
0.27
Sharpe Ratio – 3 Years
0.55
0.52
Worst Rolling Year
13.68%
-3.31%
Value at Worst Rolling Year
₹1.14 Cr
₹0.97 Cr
Deepest Drawdown
−20.80%
−20.80%
Recovery Period
Not yet recovered
109 days
1-Year Rolling Windows Positive
100.00%
96.71%
Median Rolling Year
21.14%
17.72%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 13% · M 17% · S 66%
Number of Stocks
65
—
Portfolio P/E
28.49
—
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%
Kernex Microsystems (India) Ltd · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
—
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%