Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.41%
3.93%
6 Months
−1.89%
25.32%
1 Year
−1.71%
18.21%
3 Years
14.33%
32.70%
5 Years
13.36%
23.63%
Since Inception
22.84%
28.38%
Fund Age
5 yrs 5 mo
7 yrs 10 mo
AUM
₹46.26 Cr
₹8,686.39 Cr
Alpha – 1 Year
−6.43%
13.49%
Alpha – 3 Years
2.24%
20.61%
Information Ratio – 3 Years
0.22
1.92
Volatility – 1 Year
19.18%
22.97%
Volatility – 3 Years
17.80%
19.40%
Beta – 1 Year
1.02
1.12
Beta – 3 Years
1.04
0.98
Sharpe Ratio – 1 Year
-0.27
0.61
Sharpe Ratio – 3 Years
0.55
1.30
Worst Rolling Year
13.68%
17.00%
Value at Worst Rolling Year
₹1.14 Cr
₹1.17 Cr
Deepest Drawdown
−20.80%
−22.23%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
30.47%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 37% · M 30% · S 25%
Number of Stocks
65
43
Portfolio P/E
28.49
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 0% / 0%