Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.41%
3.42%
6 Months
−1.89%
2.89%
1 Year
−1.71%
2.59%
3 Years
14.33%
10.39%
5 Years
13.36%
8.86%
Since Inception
22.84%
11.13%
Fund Age
5 yrs 5 mo
5 yrs 6 mo
AUM
₹46.26 Cr
₹63.54 Cr
Alpha – 1 Year
−6.43%
−0.39%
Alpha – 3 Years
2.24%
−1.50%
Information Ratio – 3 Years
0.22
-0.34
Volatility – 1 Year
19.18%
16.68%
Volatility – 3 Years
17.80%
13.79%
Beta – 1 Year
1.02
0.95
Beta – 3 Years
1.04
0.88
Sharpe Ratio – 1 Year
-0.27
-0.09
Sharpe Ratio – 3 Years
0.55
0.40
Worst Rolling Year
13.68%
6.98%
Value at Worst Rolling Year
₹1.14 Cr
₹1.07 Cr
Deepest Drawdown
−20.80%
−15.31%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
12.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 69% · M 25% · S 5%
Number of Stocks
65
40
Portfolio P/E
28.49
30.67
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 · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
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%