Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.41%
7.67%
6 Months
−1.89%
27.70%
1 Year
−1.71%
47.52%
3 Years
14.33%
23.98%
5 Years
13.36%
15.87%
Since Inception
22.84%
18.55%
Fund Age
5 yrs 5 mo
16 yrs 2 mo
AUM
₹46.26 Cr
₹1,022.92 Cr
Alpha – 1 Year
−6.43%
42.80%
Alpha – 3 Years
2.24%
11.89%
Information Ratio – 3 Years
0.22
1.12
Volatility – 1 Year
19.18%
28.29%
Volatility – 3 Years
17.80%
20.76%
Beta – 1 Year
1.02
1.36
Beta – 3 Years
1.04
1.07
Sharpe Ratio – 1 Year
-0.27
1.33
Sharpe Ratio – 3 Years
0.55
0.99
Worst Rolling Year
13.68%
-4.58%
Value at Worst Rolling Year
₹1.14 Cr
₹0.95 Cr
Deepest Drawdown
−20.80%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
21.14%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 22% · M 32% · S 42%
Number of Stocks
65
26
Portfolio P/E
28.49
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / 0% / 0%