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Debt Equity Hybrid PMS Fund
Debt Equity Hybrid PMS Fund

Debt Equity Hybrid PMS Fund

  • Atlas Integrated Finance Ltd
  • Multi Cap AND Flexi Cap
  • 52
    Out of 167*
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Portfolio age4 years, 6 months
-0.99%
1.24%
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

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (0.12%)
Allocation by Market Cap
Small Cap (12.61%)
Mid Cap (27.15%)
Large Cap (60.12%)
Sector Holdings
  • Financial Services44.24%
  • Consumer Services8.98%
  • Information Technology8.54%
  • Automobile and Auto Components6.55%
  • Consumer Durables4.93%
Stock Holdings
  • Tata Investment Corporation Ltd19.09%
  • Trent Ltd [Lakme Ltd]7.76%
  • HDFC Bank Ltd4.71%
  • ICICI Bank Ltd.3.53%
  • Titan Company Limited3.41%

bt_logoPORTFOLIO MANAGERS

Nilesh Shah
  • Manager Rank52 Out of 167
    i
    Rank is based on 3-year return
  • Schemes Managed4
  • Total AUMUndisclosed
  • Highest Return In 1 Yr5.21%
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
  • table
  • Grid
Compare
Envision Capital - India Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
63 Out of 247
Fixed Fee
No Option
Scheme Return
4.62%
Benchmark Return
1.24%
ATLAS - Midcap PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
35 Out of 53
Fixed Fee
2.00%
Scheme Return
2.82%
Benchmark Return
1.24%
ATLAS - Multicap PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
230 Out of 247
Fixed Fee
2.00%
Scheme Return
1.25%
Benchmark Return
1.24%
Debt Equity Hybrid PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
246 Out of 247
Fixed Fee
2.00%
Scheme Return
-0.99%
Benchmark Return
1.24%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Oct, 2025)
Inception Date
May 14, 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
i
Time Weighted Rate of Return

bt_logoFEE 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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bt_logoINVESTMENT PHILOSOPHY

Objective

Debt Equity Hybrid PMS Fund

Investment Approach

Debt Equity Hybrid PMS Fund

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Debt Equity Hybrid PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category Rank
246 Out of 247
Fixed Fee
2.00%
Scheme Return
-0.99%
Benchmark Return
1.24%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 247
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
1.24%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 247
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
1.24%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 247
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
1.24%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 247
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
1.24%
ValueQuest - Growth
AUM (₹ Cr)
₹1,814.09 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 247
Fixed Fee
2.50%
Scheme Return
7.02%
Benchmark Return
1.24%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Atlas Integrated Finance Ltd
Atlas Integrated Finance Ltd manages assets worth Rs 67.25 crores. Its current offering of PMS schemes includes 1 Small And Mid Cap and 2 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

67.25 (As on Sep, 2025)

Number of Schemes

3
Schemes From This AMC
  • table
  • Grid
Compare
ATLAS - Midcap PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
35 Out of 53
Fixed Fee
2.00%
Scheme Return
2.82%
Benchmark Return
1.24%
ATLAS - Multicap PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
230 Out of 247
Fixed Fee
2.00%
Scheme Return
1.25%
Benchmark Return
1.24%
Debt Equity Hybrid PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
246 Out of 247
Fixed Fee
2.00%
Scheme Return
-0.99%
Benchmark Return
1.24%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

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 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%.
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 May 14, 2021.
What is the exit load of Debt Equity Hybrid PMS Fund?
Exit load is 3.00% if redeemed in 0-1 year, 0% thereafter.

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