Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Unifi Blended - Rangoli
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%
3.17%
6 Months
−1.89%
10.91%
1 Year
−1.71%
10.45%
3 Years
14.33%
10.60%
5 Years
13.36%
10.74%
Since Inception
22.84%
18.07%
Fund Age
5 yrs 5 mo
9 yrs 2 mo
AUM
₹46.26 Cr
₹11,464.61 Cr
Alpha – 1 Year
−6.43%
5.73%
Alpha – 3 Years
2.24%
−1.49%
Information Ratio – 3 Years
0.22
-0.11
Volatility – 1 Year
19.18%
18.78%
Volatility – 3 Years
17.80%
16.83%
Beta – 1 Year
1.02
1.04
Beta – 3 Years
1.04
1.02
Sharpe Ratio – 1 Year
-0.27
0.34
Sharpe Ratio – 3 Years
0.55
0.37
Worst Rolling Year
13.68%
4.89%
Value at Worst Rolling Year
₹1.14 Cr
₹1.05 Cr
Deepest Drawdown
−20.80%
−19.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
19.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 24% · M 11% · S 66%
Number of Stocks
65
—
Portfolio P/E
28.49
21.80
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
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
—
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%