Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.41%
3.29%
6 Months
−1.89%
14.68%
1 Year
−1.71%
11.65%
3 Years
14.33%
7.09%
5 Years
13.36%
8.41%
Since Inception
22.84%
10.45%
Fund Age
5 yrs 5 mo
10 yrs 5 mo
AUM
₹46.26 Cr
₹24.48 Cr
Alpha – 1 Year
−6.43%
12.00%
Alpha – 3 Years
2.24%
−1.90%
Information Ratio – 3 Years
0.22
-0.12
Volatility – 1 Year
19.18%
20.48%
Volatility – 3 Years
17.80%
16.32%
Beta – 1 Year
1.02
1.11
Beta – 3 Years
1.04
1.00
Sharpe Ratio – 1 Year
-0.27
0.36
Sharpe Ratio – 3 Years
0.55
0.15
Worst Rolling Year
13.68%
-5.06%
Value at Worst Rolling Year
₹1.14 Cr
₹0.95 Cr
Deepest Drawdown
−20.80%
−24.00%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
21.14%
9.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 41% · M 5% · S 35%
Number of Stocks
65
31
Portfolio P/E
28.49
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / – / –