Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs True-Equity Factor Quant
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
True-Equity Factor Quant
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%
1.09%
6 Months
−1.89%
3.47%
1 Year
−1.71%
−3.80%
3 Years
14.33%
11.26%
5 Years
13.36%
—
Since Inception
22.84%
13.40%
Fund Age
5 yrs 5 mo
3 yrs 11 mo
AUM
₹46.26 Cr
₹143.29 Cr
Alpha – 1 Year
−6.43%
−6.78%
Alpha – 3 Years
2.24%
−0.63%
Information Ratio – 3 Years
0.22
-0.10
Volatility – 1 Year
19.18%
15.14%
Volatility – 3 Years
17.80%
16.91%
Beta – 1 Year
1.02
0.83
Beta – 3 Years
1.04
0.99
Sharpe Ratio – 1 Year
-0.27
-0.54
Sharpe Ratio – 3 Years
0.55
0.40
Worst Rolling Year
13.68%
11.18%
Value at Worst Rolling Year
₹1.14 Cr
₹1.11 Cr
Deepest Drawdown
−20.80%
−27.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
17.01%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 69% · M 8% · S 22%
—
Number of Stocks
65
50
Portfolio P/E
28.49
—
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%
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
—
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%