Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
SMC Global - Growth
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%
5.80%
6 Months
−1.89%
20.03%
1 Year
−1.71%
17.27%
3 Years
14.33%
12.81%
5 Years
13.36%
11.98%
Since Inception
22.84%
14.70%
Fund Age
5 yrs 5 mo
6 yrs 10 mo
AUM
₹46.26 Cr
₹201.68 Cr
Alpha – 1 Year
−6.43%
12.55%
Alpha – 3 Years
2.24%
0.73%
Information Ratio – 3 Years
0.22
0.15
Volatility – 1 Year
19.18%
22.73%
Volatility – 3 Years
17.80%
20.11%
Beta – 1 Year
1.02
1.17
Beta – 3 Years
1.04
1.13
Sharpe Ratio – 1 Year
-0.27
0.58
Sharpe Ratio – 3 Years
0.55
0.44
Worst Rolling Year
13.68%
7.98%
Value at Worst Rolling Year
₹1.14 Cr
₹1.08 Cr
Deepest Drawdown
−20.80%
−25.65%
Recovery Period
Not yet recovered
520 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
16.09%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 38% · M 4% · S 49%
Number of Stocks
65
24
Portfolio P/E
28.49
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%