Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
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%
1.87%
6 Months
−1.89%
3.49%
1 Year
−1.71%
5.55%
3 Years
14.33%
12.97%
5 Years
13.36%
—
Since Inception
22.84%
12.27%
Fund Age
5 yrs 5 mo
4 yrs 3 mo
AUM
₹46.26 Cr
₹25.94 Cr
Alpha – 1 Year
−6.43%
−0.42%
Alpha – 3 Years
2.24%
2.07%
Information Ratio – 3 Years
0.22
0.10
Volatility – 1 Year
19.18%
15.73%
Volatility – 3 Years
17.80%
12.26%
Beta – 1 Year
1.02
1.56
Beta – 3 Years
1.04
1.42
Sharpe Ratio – 1 Year
-0.27
0.07
Sharpe Ratio – 3 Years
0.55
0.62
Worst Rolling Year
13.68%
11.68%
Value at Worst Rolling Year
₹1.14 Cr
₹1.12 Cr
Deepest Drawdown
−20.80%
−11.81%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
17.02%
5-Year Rolling Windows Positive
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%
Nippon India ETF Nifty 50 BeES · 23.05%
Invesco India - Invesco EQQQ NASDAQ-100 ETF Fund of Fund - Dir (G) · 21.38%
Nippon India ETF Nifty Midcap 150 · 12.79%
Nippon India ETF Nifty Next 50 Junior BeES · 12.02%
Motilal Oswal NASDAQ-100 ETF · 8.02%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
—
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%