PMS · Equity · Multi Cap
ATLAS - Debt Equity Hybrid Pms Fund
Fund size₹46 Cr
Alpha (3Y)2.13%
3Y return14.33%
Fund age5 yrs 5 mo
Fund Manager
Growth of₹Cr
ATLAS Debt Equity Hybrid Pms
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| ATLAS Debt Equity Hybrid Pms | −4.60% | −1.71% | −4.90% | 14.33% | 13.36% | 22.84% |
| Nifty 500 | −1.02% | 4.72% | −0.11% | 12.09% | 10.91% | 13.32% |
| Excess over benchmark | −3.58% | −6.43% | −4.79% | 2.24% | 2.45% | 9.52% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
17.80%
Benchmark approx 14.82%
A standard deviation reflecting historical swings.
Sensitivity
1.04
Beta vs benchmark 1.00 · 4% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.55
Sharpe
Excess return gained per unit of volatility.
Capture ratio
117 / 114
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −20.80% from its 29 Sep 2024 peak to a 31 Mar 2026 trough. It has not yet recovered.
Max drawdowns
−20.80%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 29 Sep 2024 | 31 Mar 2026 | −20.80% | 548 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak29 Sep 2024
Trough31 Mar 2026
Depth−20.80%
Fell over548 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
65
P/E ratio
28.49
P/B ratio
3.43
Dividend yield
0.48%
Avg market cap
₹22 Cr
Median market cap
₹1.20 L Cr
Asset class
Equity
Market cap
Large cap69.27%
Mid cap8.39%
Small cap21.84%
Cash & others0.50%
As on 31 Aug 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a −90.00% gross return.
FixedPlan A · SimpleFixed Management Fee2.00% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upsideFixed Management Fee20.00% / yr
Performance Fee20% of profit
Hurdle RateNot applicable
Exit load 3.00% within 1 year, 2.00% within 2 years, nil after 3 years. Lock-in: Nil.
Let's start a
conversation
conversation
- Compare this PMS against 3,000+ others with our research desk
- Build a long-term portfolio around your goals, not a one-off buy
- Experts with decades of experience.
Private. Personal. No obligation.
We will only use these details to contact you about this enquiry. No spam.