What is the hurdle rate of Debt Equity Hybrid PMS Fund?

The hurdle rate of Debt Equity Hybrid PMS Fund is Nil.

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 Nil.

What is the minimum investment in Debt Equity Hybrid PMS Fund ?

The minimum investment in Debt Equity Hybrid PMS Fund is ₹50 Lacs

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 AND Flexi Cap category.

What is the inception date of Debt Equity Hybrid PMS Fund?

The inception date of Debt Equity Hybrid PMS Fund is Mar 02, 2021.

Debt Equity Hybrid PMS Fund

Q: What is the profit sharing in Debt Equity Hybrid PMS Fund ?

The profit sharing in Debt Equity Hybrid PMS Fund is Return Generated % Profit Sharing Initial Return up to 20% p. a.on the Capital Contribution NIL Return in excess of 20%p. a. on the Capital Contribution 20%.

Atlas Integrated Finance Ltd
Multi Cap AND Flexi Cap

56
Out of 139*
Compare
Share

Portfolio age5 years, 4 months

1.78%

1.73%

Hurdle Rate**Nil

Fixed fee2.00%

Min. Investment₹50 Lacs

*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 30/06/2026)

Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (0.21%)

Allocation by Market Cap

Small Cap (11.71%)

Mid Cap (22.53%)

Large Cap (65.55%)

Sector Holdings

Financial Services38.57%
Consumer Services8.8%
Information Technology8.23%
Automobile and Auto Components7.16%
Consumer Durables6.25%

Stock Holdings

Tata Investment Corporation Ltd10.38%
Trent Ltd [Lakme Ltd]7.67%
Titan Company Limited4.88%
Indus Towers Limited4.38%
Larsen & Toubro Limited4.37%

PORTFOLIO MANAGERS

Nilesh Shah

Manager Rank92 Out of 191
i
Rank is based on 3-year return
Schemes Managed5
Total AUM188.32999999999998
Highest Return In 1 Yr6.32%

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

Compare

Envision Capital - India Opportunities

AUM (₹ Cr)

₹127.73 Cr

Hurdle Rate

10.00%

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

25 Out of 282

Fixed Fee

No Option

Scheme Return

7.38%

Benchmark Return

1.73%

Envision New Frontiers

AUM (₹ Cr)

₹9.65 Cr

Hurdle Rate

No Option

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

37 Out of 282

Fixed Fee

No Option

Scheme Return

6.35%

Benchmark Return

1.73%

Debt Equity Hybrid PMS Fund

AUM (₹ Cr)

₹45.13 Cr

Hurdle Rate

Nil

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

195 Out of 282

Fixed Fee

2.00%

Scheme Return

1.78%

Benchmark Return

1.73%

ATLAS - Midcap PMS Fund

AUM (₹ Cr)

₹3.57 Cr

Hurdle Rate

Nil

Benchmark

S&P BSE 500 TRI

Category

Small AND Mid Cap

Category Rank

61 Out of 61

Fixed Fee

2.00%

Scheme Return

-0.93%

Benchmark Return

1.73%

ATLAS - Multicap PMS Fund

AUM (₹ Cr)

₹2.25 Cr

Hurdle Rate

Nil

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

280 Out of 282

Fixed Fee

2.00%

Scheme Return

-3.72%

Benchmark Return

1.73%

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)

45.13

(As on Jun, 2026)

Inception Date

Mar 02, 2021

Min. Investment

₹50 Lacs

SIP Option

Not Available

STP Option

Not Available

Exit Load

Exit load is 3.00% if redeemed in 0-1 year, 0% thereafter.

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

2.00%

Variable Fee

Nil

Hurdle Rate

Nil

Profit Sharing

Return Generated % Profit Sharing Initial Return up to 20% p. a.on the Capital Contribution NIL Return in excess of 20%p. a. on the Capital Contribution 20%

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