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Debt Equity Hybrid PMS Fund

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Debt Equity Hybrid PMS Fund

Debt Equity Hybrid PMS Fund

  • Atlas Integrated Finance Ltd
  • MULTI CAP
  • 18
    Out of 135*
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Portfolio age 4 years, 0 months
-6.97%
-3.43%
Hurdle Rate** 0.00%
Fixed fee 2.00%
Min. Investment ₹50 Lac
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/01/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar Year Financial Year

DETAILED PORTFOLIO

EQUITY (99.72%)
CASH AND EQUIVALENT (0.28%)
Allocation by Market Cap
Small Cap (14.82%)
Large Cap (62.6%)
Mid Cap (22.3%)
Sector Holdings
  • Financial Services 36.87%
  • Information Technology 12.13%
  • Consumer Services 11.56%
  • Automobile and Auto Components 6.25%
  • Fast Moving Consumer Goods 5.21%
Stock Holdings
  • Tata Investment Corporation Ltd 12.11%
  • Trent Ltd [Lakme Ltd] 10.38%
  • HDFC Bank Ltd 4.57%
  • Titan Company Limited 3.84%
  • Computer Age Management Services Limited 3.72%

PORTFOLIO MANAGERS

Nilesh Shah
  • Manager Rank 18 Out of 135
    i
    Rank is based on 3-year return
  • Schemes Managed 3
  • Total AUM Undisclosed
  • Highest Return In 1 Yr 17.20%
Profile

He is a Founder & Managing Director of Atlas Integrated Finance Ltd. He holds a B.E. in Electrical from V.J.T.I. & D.A.M. from Jamnalal Bajaj Institute Of Management Studies.

Other Schemes
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
ATLAS - Multicap PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
0% or 20%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
16 Out of 176
Fixed Fee
2.00%
Scheme Return
-2.87%
Benchmark Return
-3.43%
ATLAS - Midcap PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
0% or 20%
Benchmark
S&P BSE 500 TRI
Category
SMALL AND MID CAP
Category Rank
5 Out of 44
Fixed Fee
2.00%
Scheme Return
-5.38%
Benchmark Return
-3.43%
Debt Equity Hybrid PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
0% or 20%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
101 Out of 176
Fixed Fee
2.00%
Scheme Return
-6.97%
Benchmark Return
-3.43%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Fund Size (Cr)
ATLAS - Multicap PMS Fund
1Out of 3
-2.87%
-3.43%
S&P BSE 500 TRI
MULTI CAP
₹UNDISC. Cr.
ATLAS - Midcap PMS Fund
1Out of 3
-5.38%
-3.43%
S&P BSE 500 TRI
SMALL AND MID CAP
₹UNDISC. Cr.
Debt Equity Hybrid PMS Fund
1Out of 3
-6.97%
-3.43%
S&P BSE 500 TRI
MULTI CAP
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FUND SUMMARY

AUM (₹ Cr)
UNDISC. (As on Jan, 2025)
Inception Date
Mar 2, 2021
Min. Investment
₹50 Lac
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in >1-2 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

Fee Structure

Fixed Fee
2.00%
Variable Fee
No Option
Hurdle Rate
0% or 20%
Profit Sharing
0 % or 20% Profit sharing above 20% Hurdle
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Investment Philosophy

Objective

.

Investment Approach

.

CALCULATORS

Income Tax Calculator SIP Calculator FD Calculator Dividend Yield Calculator Lump-Sum Calculator CAGR Calculator Top-Up Calculator Latte Factor Calculator

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PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Compare
Debt Equity Hybrid PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
0% or 20%
Benchmark
S&P BSE 500 TRI
Category Rank
101 Out of 176
Fixed Fee
2.00%
Scheme Return
-6.97%
Benchmark Return
-3.43%
Invasset - Growth Pro Max
AUM (₹ Cr)
UNDISC.
Hurdle Rate
0% or 10%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 176
Fixed Fee
No Option
Scheme Return
1.10%
Benchmark Return
-3.43%
Maxiom PMS - EMERALD
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6% or 25%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 176
Fixed Fee
2.50%
Scheme Return
0.09%
Benchmark Return
-0.45%
Qode All Weather
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 176
Fixed Fee
No Option
Scheme Return
-0.18%
Benchmark Return
-3.49%
2Point2 Capital - Long Term Value Fund
AUM (₹ Cr)
1295.44
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 176
Fixed Fee
1.50%
Scheme Return
-0.19%
Benchmark Return
-3.43%
Dynamic
AUM (₹ Cr)
UNDISC.
Hurdle Rate
0.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 176
Fixed Fee
1.25%
Scheme Return
-0.39%
Benchmark Return
-0.45%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Hurdle Rate Fund Size (Cr)
Debt Equity Hybrid PMS Fund
1Out of 176
-6.97%
-3.43%
S&P BSE 500 TRI
MULTI CAP
0% or 20%
₹UNDISC. Cr.
Invasset - Growth Pro Max
1Out of 176
1.10%
-3.43%
S&P BSE 500 TRI
MULTI CAP
0% or 10%
₹UNDISC. Cr.
Maxiom PMS - EMERALD
1Out of 176
0.09%
-0.45%
Nifty 50 TRI
MULTI CAP
6% or 25%
₹UNDISC. Cr.
Qode All Weather
1Out of 176
-0.18%
-3.49%
S&P BSE 500 TRI
MULTI CAP
10%
₹UNDISC. Cr.
2Point2 Capital - Long Term Value Fund
1Out of 176
-0.19%
-3.43%
S&P BSE 500 TRI
MULTI CAP
10.00%
₹1295.44 Cr.
Dynamic
1Out of 176
-0.39%
-0.45%
Nifty 50 TRI
MULTI CAP
0.00%
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

About the AMC

Atlas Integrated Finance Ltd
Atlas Integrated Finance Ltd manages assets worth Rs 54.82 crores. Its current offering of PMS schemes includes 2 Multi Cap and 1 Small And Mid Cap schemes.

AUM (₹ cr)

54.82 (As on Jan, 2025)

Number of Schemes

3
Schemes From This AMC
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
ATLAS - Multicap PMS Fund
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
0% or 20%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
16 Out of 176
Fixed Fee
2.00%
Strategy Return
-2.87%
Benchmark Return
-3.43%
ATLAS - Midcap PMS Fund
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
0% or 20%
Benchmark
S&P BSE 500 TRI
Category
SMALL AND MID CAP
Category Rank
5 Out of 44
Fixed Fee
2.00%
Strategy Return
-5.38%
Benchmark Return
-3.43%
Debt Equity Hybrid PMS Fund
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
0% or 20%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
101 Out of 176
Fixed Fee
2.00%
Strategy Return
-6.97%
Benchmark Return
-3.43%
Strategy Name Category Rank Strategy Return Benchmark Return Benchmark Hurdle Rate Category Name Fund Size (Cr)
ATLAS - Multicap PMS Fund
1Out of 3
-2.87%
-3.43%
S&P BSE 500 TRI
0% or 20%
MULTI CAP
₹UNDISC. Cr.
ATLAS - Midcap PMS Fund
1Out of 3
-5.38%
-3.43%
S&P BSE 500 TRI
0% or 20%
SMALL AND MID CAP
₹UNDISC. Cr.
Debt Equity Hybrid PMS Fund
1Out of 3
-6.97%
-3.43%
S&P BSE 500 TRI
0% or 20%
MULTI CAP
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQ’S

What is the hurdle rate of Debt Equity Hybrid PMS Fund?
The hurdle rate of Debt Equity Hybrid PMS Fund is 0% or 20%.
What is the fixed fee charged in Debt Equity Hybrid PMS Fund ?
The fixed fee charged in Debt Equity Hybrid PMS Fund is 2.00%.
What is the variable fee charged in Debt Equity Hybrid PMS Fund ?
The variable fee charged in Debt Equity Hybrid PMS Fund is No Option .
What is the profit sharing in Debt Equity Hybrid PMS Fund ?
The profit sharing in Debt Equity Hybrid PMS Fund is 0 % or 20% Profit sharing above 20% Hurdle.
What is the minimum investment in Debt Equity Hybrid PMS Fund ?
The minimum investment in Debt Equity Hybrid PMS Fund is ₹50 Lac
What type of scheme is Debt Equity Hybrid PMS Fund?
Debt Equity Hybrid PMS Fund is an Equity scheme. It falls in the MULTI CAP category.
What is the inception date of Debt Equity Hybrid PMS Fund?
The inception date of Debt Equity Hybrid PMS Fund is Mar 2, 2021 .
What is the exit load of Debt Equity Hybrid PMS Fund?
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in >1-2 years, 0% thereafter.

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