Atlas Integrated Finance Ltd • Equity
Equity Debt Hybrid is an equity portfolio management service (PMS) strategy run by Atlas Integrated Finance Ltd, launched on 2 Mar 2021. As of 30 Sep 2026, it manages ₹34.58 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -13.95% over 1 year, +9.70% over 3 years and +10.74% over 5 years (+20.78% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 0.50 percentage points ahead of its benchmark. Its 3-year return ranks 289th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by NILESH SHAH.
Ranked nearby on 3-year return: Mint (+9.75%), SageOne Small Cap (+9.75%), Guardian Asset Management Pvt Ltd-Multi Assets (+9.68%), HSBC Aspire Portfolio (+9.60%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -7.44% |
| 3 Months | -6.40% |
| 1 Year | -13.95% |
| 3 Years | +9.70% |
| 5 Years | +10.74% |
| Since Inception | +20.78% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callEquity Debt Hybrid has a 1-year return of -13.95%, a 3-year return of +9.70%, a 5-year return of +10.74% and +20.78% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Equity Debt Hybrid returned +10.74% against +8.91% for the BSE 500 TRI, 1.83 percentage points ahead. Over 3 years it returned +9.70% against +9.20%; Over 1 year it returned -13.95% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Equity Debt Hybrid's 3-year return of +9.70% ranks 289th as of 30 Sep 2026.
Equity Debt Hybrid is managed by NILESH SHAH at Atlas Integrated Finance. The strategy manages ₹34.58 Cr of client assets as of 30 Sep 2026.
Equity Debt Hybrid manages ₹34.58 Cr of client assets as of 30 Sep 2026.
The minimum investment for Equity Debt Hybrid is ₹50 Lakhs.
Equity Debt Hybrid was launched on 2 Mar 2021. It has a 5-year track record.
Description
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