Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs SRE - Shield
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
SRE - Shield
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%
−0.37%
6 Months
−1.89%
3.64%
1 Year
−1.71%
6.24%
3 Years
14.33%
9.36%
5 Years
13.36%
8.05%
Since Inception
22.84%
9.66%
Fund Age
5 yrs 5 mo
8 yrs 3 mo
AUM
₹46.26 Cr
₹32.8 Cr
Alpha – 1 Year
−6.43%
6.59%
Alpha – 3 Years
2.24%
0.36%
Information Ratio – 3 Years
0.22
0.14
Volatility – 1 Year
19.18%
18.27%
Volatility – 3 Years
17.80%
15.46%
Beta – 1 Year
1.02
1.08
Beta – 3 Years
1.04
1.07
Sharpe Ratio – 1 Year
-0.27
0.15
Sharpe Ratio – 3 Years
0.55
0.34
Worst Rolling Year
13.68%
6.25%
Value at Worst Rolling Year
₹1.14 Cr
₹1.06 Cr
Deepest Drawdown
−20.80%
−22.11%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
12.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 58% · M 28% · S 8%
Number of Stocks
65
33
Portfolio P/E
28.49
33.81
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%
Bajaj Auto Ltd · 5.15%
Adani Ports & Special Economic Zone Ltd · 4.55%
Nippon India ETF Nifty PSU Bank BeES · 4.37%
Bosch Ltd · 4.35%
FSN E-Commerce Ventures Ltd · 4.11%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Financial Services · 22.40%
Automobile and Auto Components · 22.25%
Healthcare · 9.09%
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%