Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
ATLAS - Debt Equity Hybrid Pms Fund
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
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%
12.27%
6 Months
−1.89%
−1.13%
1 Year
−1.71%
6.59%
3 Years
14.33%
20.44%
5 Years
13.36%
16.17%
Since Inception
22.84%
13.07%
Fund Age
5 yrs 5 mo
15 yrs 3 mo
AUM
₹46.26 Cr
—
Alpha – 1 Year
−6.43%
6.87%
Alpha – 3 Years
2.24%
9.23%
Information Ratio – 3 Years
0.22
1.61
Volatility – 1 Year
19.18%
20.58%
Volatility – 3 Years
17.80%
16.59%
Beta – 1 Year
1.02
1.21
Beta – 3 Years
1.04
1.13
Sharpe Ratio – 1 Year
-0.27
0.15
Sharpe Ratio – 3 Years
0.55
0.90
Worst Rolling Year
13.68%
13.98%
Value at Worst Rolling Year
₹1.14 Cr
₹1.14 Cr
Deepest Drawdown
−20.80%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 73% · M 20% · S 7%
Number of Stocks
65
23
Portfolio P/E
28.49
35.58
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%
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1.5% / 1% / 0.5%