Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
−1.89%
13.10%
1 Year
−1.71%
18.11%
3 Years
14.33%
14.56%
5 Years
13.36%
8.71%
Since Inception
22.84%
13.67%
Fund Age
5 yrs 5 mo
11 yrs 2 mo
AUM
₹46.26 Cr
₹138.06 Cr
Alpha – 1 Year
−6.43%
18.46%
Alpha – 3 Years
2.24%
5.57%
Information Ratio – 3 Years
0.22
0.62
Volatility – 1 Year
19.18%
22.83%
Volatility – 3 Years
17.80%
16.72%
Beta – 1 Year
1.02
1.29
Beta – 3 Years
1.04
1.00
Sharpe Ratio – 1 Year
-0.27
0.61
Sharpe Ratio – 3 Years
0.55
0.55
Worst Rolling Year
13.68%
-8.44%
Value at Worst Rolling Year
₹1.14 Cr
₹0.92 Cr
Deepest Drawdown
−20.80%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
21.14%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 38% · M 14% · S 45%
Number of Stocks
65
18
Portfolio P/E
28.49
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%