Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Unifi APJ 20*
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%
3.07%
6 Months
−1.89%
13.63%
1 Year
−1.71%
10.76%
3 Years
14.33%
13.00%
5 Years
13.36%
13.13%
Since Inception
22.84%
20.07%
Fund Age
5 yrs 5 mo
10 yrs 11 mo
AUM
₹46.26 Cr
₹942.94 Cr
Alpha – 1 Year
−6.43%
6.04%
Alpha – 3 Years
2.24%
0.91%
Information Ratio – 3 Years
0.22
0.27
Volatility – 1 Year
19.18%
18.61%
Volatility – 3 Years
17.80%
17.55%
Beta – 1 Year
1.02
1.02
Beta – 3 Years
1.04
1.01
Sharpe Ratio – 1 Year
-0.27
0.35
Sharpe Ratio – 3 Years
0.55
0.49
Worst Rolling Year
13.68%
-10.32%
Value at Worst Rolling Year
₹1.14 Cr
₹0.90 Cr
Deepest Drawdown
−20.80%
−17.59%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
100.00%
95.82%
Median Rolling Year
21.14%
19.87%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 15% · M 3% · S 82%
Number of Stocks
65
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Portfolio P/E
28.49
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
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Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
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