Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Turtle Wealth -Wealth 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%
4.93%
6 Months
−1.89%
2.72%
1 Year
−1.71%
22.88%
3 Years
14.33%
20.47%
5 Years
13.36%
15.12%
Since Inception
22.84%
17.02%
Fund Age
5 yrs 5 mo
6 yrs 11 mo
AUM
₹46.26 Cr
₹261.05 Cr
Alpha – 1 Year
−6.43%
18.16%
Alpha – 3 Years
2.24%
8.38%
Information Ratio – 3 Years
0.22
0.98
Volatility – 1 Year
19.18%
17.62%
Volatility – 3 Years
17.80%
15.64%
Beta – 1 Year
1.02
0.83
Beta – 3 Years
1.04
0.87
Sharpe Ratio – 1 Year
-0.27
0.97
Sharpe Ratio – 3 Years
0.55
0.94
Worst Rolling Year
13.68%
7.22%
Value at Worst Rolling Year
₹1.14 Cr
₹1.07 Cr
Deepest Drawdown
−20.80%
−19.96%
Recovery Period
Not yet recovered
189 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
19.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 28% · M 19% · S 43%
Number of Stocks
65
18
Portfolio P/E
28.49
63.91
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 · 11.94%
Nippon Life India Asset Management Ltd · 6.99%
Titan Company Ltd · 6.68%
Syrma SGS Technology Ltd · 6.57%
Apollo Hospitals Enterprise Ltd · 6.27%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
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%