Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.41%
9.22%
6 Months
−1.89%
9.86%
1 Year
−1.71%
32.16%
3 Years
14.33%
19.13%
5 Years
13.36%
12.16%
Since Inception
22.84%
16.12%
Fund Age
5 yrs 5 mo
5 yrs 10 mo
AUM
₹46.26 Cr
₹170.31 Cr
Alpha – 1 Year
−6.43%
27.44%
Alpha – 3 Years
2.24%
7.04%
Information Ratio – 3 Years
0.22
0.58
Volatility – 1 Year
19.18%
17.07%
Volatility – 3 Years
17.80%
17.73%
Beta – 1 Year
1.02
0.65
Beta – 3 Years
1.04
0.86
Sharpe Ratio – 1 Year
-0.27
1.42
Sharpe Ratio – 3 Years
0.55
0.79
Worst Rolling Year
13.68%
0.71%
Value at Worst Rolling Year
₹1.14 Cr
₹1.01 Cr
Deepest Drawdown
−20.80%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
21.14%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 11% · M 1% · S 72%
Number of Stocks
65
18
Portfolio P/E
28.49
52.74
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%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%