Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
White Oak India Select Equity 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%
4.84%
6 Months
−1.89%
7.61%
1 Year
−1.71%
−0.76%
3 Years
14.33%
11.28%
5 Years
13.36%
9.58%
Since Inception
22.84%
11.67%
Fund Age
5 yrs 5 mo
7 yrs 11 mo
AUM
₹46.26 Cr
₹12.5 Cr
Alpha – 1 Year
−6.43%
−3.74%
Alpha – 3 Years
2.24%
−0.61%
Information Ratio – 3 Years
0.22
-0.06
Volatility – 1 Year
19.18%
20.02%
Volatility – 3 Years
17.80%
16.21%
Beta – 1 Year
1.02
1.05
Beta – 3 Years
1.04
0.91
Sharpe Ratio – 1 Year
-0.27
-0.22
Sharpe Ratio – 3 Years
0.55
0.41
Worst Rolling Year
13.68%
8.66%
Value at Worst Rolling Year
₹1.14 Cr
₹1.09 Cr
Deepest Drawdown
−20.80%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 36% · M 30% · S 35%
Number of Stocks
65
15
Portfolio P/E
28.49
35.71
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%
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%