Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Tenet Portfolio (previously known as ABC Equity Portfolio)
ATLAS - Debt Equity Hybrid Pms Fund
Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Tenet Portfolio (previously known as ABC Equity Portfolio)
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%
−0.27%
6 Months
−1.89%
−1.47%
1 Year
−1.71%
6.66%
3 Years
14.33%
11.29%
5 Years
13.36%
13.68%
Since Inception
22.84%
15.03%
Fund Age
5 yrs 5 mo
5 yrs 7 mo
AUM
₹46.26 Cr
₹138.83 Cr
Alpha – 1 Year
−6.43%
7.01%
Alpha – 3 Years
2.24%
2.30%
Information Ratio – 3 Years
0.22
0.23
Volatility – 1 Year
19.18%
16.50%
Volatility – 3 Years
17.80%
16.10%
Beta – 1 Year
1.02
0.93
Beta – 3 Years
1.04
0.99
Sharpe Ratio – 1 Year
-0.27
0.15
Sharpe Ratio – 3 Years
0.55
0.41
Worst Rolling Year
13.68%
11.25%
Value at Worst Rolling Year
₹1.14 Cr
₹1.11 Cr
Deepest Drawdown
−20.80%
−21.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
17.75%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
—
Number of Stocks
65
18
Portfolio P/E
28.49
32.00
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 Equities · 51.02%
Cash & Cash Equivalent · 10.12%
Reliance Industries Ltd · 7.98%
DLF Ltd · 7.90%
Larsen & Toubro Ltd · 7.74%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%