Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Scient - Aries
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Scient - Aries
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−1.41%
−0.96%
6 Months
−1.89%
−5.85%
1 Year
−1.71%
1.08%
3 Years
14.33%
1.92%
5 Years
13.36%
1.54%
Since Inception
22.84%
4.73%
Fund Age
5 yrs 5 mo
9 yrs 11 mo
AUM
₹46.26 Cr
₹4.85 Cr
Alpha – 1 Year
−6.43%
−8.50%
Alpha – 3 Years
2.24%
−7.97%
Information Ratio – 3 Years
0.22
—
Volatility – 1 Year
19.18%
9.90%
Volatility – 3 Years
17.80%
26.17%
Beta – 1 Year
1.02
—
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
-0.27
-0.53
Sharpe Ratio – 3 Years
0.55
0.01
Worst Rolling Year
13.68%
2.80%
Value at Worst Rolling Year
₹1.14 Cr
₹1.03 Cr
Deepest Drawdown
−20.80%
−28.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
12.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
—
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%
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
—
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / 0% / 0%