Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−1.41%
2.21%
6 Months
−1.89%
21.04%
1 Year
−1.71%
21.34%
3 Years
14.33%
19.08%
5 Years
13.36%
23.67%
Since Inception
22.84%
—
Fund Age
5 yrs 5 mo
6 yrs 4 mo
AUM
₹46.26 Cr
₹364.08 Cr
Alpha – 1 Year
−6.43%
21.69%
Alpha – 3 Years
2.24%
10.08%
Information Ratio – 3 Years
0.22
0.52
Volatility – 1 Year
19.18%
32.28%
Volatility – 3 Years
17.80%
28.08%
Beta – 1 Year
1.02
1.47
Beta – 3 Years
1.04
1.60
Sharpe Ratio – 1 Year
-0.27
0.58
Sharpe Ratio – 3 Years
0.55
0.57
Worst Rolling Year
13.68%
15.61%
Value at Worst Rolling Year
₹1.14 Cr
₹1.16 Cr
Deepest Drawdown
−20.80%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 90% · M 10%
Number of Stocks
65
—
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
—
Fixed Fee
2.00% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%