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Atlas Income Fund - Atlas AMC

69 /100

Total AUM

Rs. 8M

Expense Ratio

0.66%

Category Rank

#23 of 52

AI Analyst Thesis
⚖️ Neutral

Live NAV

Rs. 568.1100
▲ 0.03% 1D ▲ 3.53% YTD
Data As Of:
March 01, 2026

Interactive Performance

Rs.

Executive Summary

Institutional health checks and AI strategy overview.

Overall Score

69 / 100

Fund DNA X-Ray

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Health Checks

  • Warning: 1 toxic/provisioned assets detected in current holdings.

  • Outperforming: 1Y Return (6.57%) beats the category median (6.24%).

  • High Consistency: 35 out of 36 months (97%) were positive over the last 3 years.

  • Cost Effective: Expense ratio (0.66%) is below the category median (1.10%).

  • Red Flag: Significant capital outflows detected (-99.9% drop in AUM).

AI Strategy X-Ray

Atlas Income Fund delivered a modest 4.59% 30‑day return while the KSE‑100 fell sharply in March, reflecting the fund's defensive tilt toward T‑Bills and cash. The fund's yield to maturity of 13.05% aligns with the high‑interest‑rate environment described in the macro commentary. Despite a low expense ratio, the presence of non‑compliant holdings adds a layer of operational risk.

Key Manager Actions

  • Heavy allocation to T‑Bills (61.55%) provides stability amid a volatile equity market.
  • Expense ratio is low at 0.658%, but non‑compliant holdings may affect net returns.
  • Yield to maturity of 13.05% offers attractive income in a high‑rate environment.

Performance vs. Peers

Trailing absolute returns and consistency analysis.

Sleep Well Metric

Trailing Returns vs Benchmark

Top Tier Alternatives

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Portfolio X-Ray

Behavioral analysis, historical allocations, and conviction tracking.

AI Reading the Tea Leaves

The Asset River (12M History)

Market Timing Visualizer

Concentration Style

Top 10 Holdings Weight: --%

Broad/Index Aggressive Focus

Manager's Playbook (1M Delta)

Holdings DNA

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Risk & Quant Desk

Institutional engine diagnostics, crash testing, and momentum analysis.

The Magic Quadrant (Risk vs Return)

AI Analyst Note

Engine Diagnostics

Market Capture

Trend & Momentum

Yield & Income Stream

Payout reliability, capital preservation, and cashflow simulation.

Audit & Governance Desk

Fee drag simulation, operational security, and historical FMR vault.

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