Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
−1.89%
6.39%
1 Year
−1.71%
0.37%
3 Years
14.33%
11.18%
5 Years
13.36%
—
Since Inception
22.84%
4.21%
Fund Age
5 yrs 5 mo
4 yrs 6 mo
AUM
₹46.26 Cr
₹59.82 Cr
Alpha – 1 Year
−6.43%
−2.61%
Alpha – 3 Years
2.24%
−0.71%
Information Ratio – 3 Years
0.22
0.13
Volatility – 1 Year
19.18%
22.91%
Volatility – 3 Years
17.80%
17.96%
Beta – 1 Year
1.02
1.09
Beta – 3 Years
1.04
1.01
Sharpe Ratio – 1 Year
-0.27
-0.11
Sharpe Ratio – 3 Years
0.55
0.38
Worst Rolling Year
13.68%
3.87%
Value at Worst Rolling Year
₹1.14 Cr
₹1.04 Cr
Deepest Drawdown
−20.80%
−25.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
12.37%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 69% · M 8% · S 22%
L 40% · M 26% · S 33%
Number of Stocks
65
35
Portfolio P/E
28.49
45.30
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 · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
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%