Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Silver Arch - India Equity Portfolio
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%
6.91%
6 Months
−1.89%
15.63%
1 Year
−1.71%
20.01%
3 Years
14.33%
17.10%
5 Years
13.36%
15.64%
Since Inception
22.84%
13.05%
Fund Age
5 yrs 5 mo
8 yrs 11 mo
AUM
₹46.26 Cr
₹46.46 Cr
Alpha – 1 Year
−6.43%
15.29%
Alpha – 3 Years
2.24%
5.01%
Information Ratio – 3 Years
0.22
0.88
Volatility – 1 Year
19.18%
20.61%
Volatility – 3 Years
17.80%
19.98%
Beta – 1 Year
1.02
0.94
Beta – 3 Years
1.04
1.02
Sharpe Ratio – 1 Year
-0.27
0.73
Sharpe Ratio – 3 Years
0.55
0.85
Worst Rolling Year
13.68%
-3.76%
Value at Worst Rolling Year
₹1.14 Cr
₹0.96 Cr
Deepest Drawdown
−20.80%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
21.14%
19.74%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 27% · M 34% · S 33%
Number of Stocks
65
25
Portfolio P/E
28.49
41.42
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%
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%