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KHJ ATLAS PORTFÖY KATILIM HİSSE SENEDİ FONU (HİSSE SENEDİ YOĞUN FON) ATLAS PORTFÖY YÖNETİMİ A.Ş.

Hisse Senedi Yoğun Risk 6/7
 
 
 
-3.58% past month
Summary

KHJ primarily holds hisse senedi and is a high-risk fund (6/7). Over the past year it returned 26.6%; 4.16% below official inflation. With an annual 2.00% management fee, it trades in the Hisse Senedi Fonu category. Launched in 2024, it manages 15.5M ₺ in assets across 513 investors. (Average position: ~30.1K ₺)

Risk 6/7
NOMINAL RETURN · 1Y
+26.6%
CPI 32.1%
USD 16.9%

Real -4.16% (after inflation), compared with TÜİK-CPI (32.1%).

Fund Size
15.5M ₺
Total portfolio value
Net Flow
-5.7M ₺
monthly net in/out
Management Fee
2.00%
Charged from the fund whether you gain or lose.
Max Expense Ratio
3.65%
Annual cap for all expenses.
Withholding
0.00%
Estimated; charged only on the gain.
HS94.3%
  • Hisse Senedi 94.3%
  • Girişim Sermayesi Yatırım Fonu Katılma Payı 3.91%
  • Yatırım Fonu Katılma Payı 1.80%
Purchasing Power
₺ TÜFE
Period
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Nominal Return · —
—
Unit-share return for the selected period. Pick a benchmark on the chart for purchasing power.
Return
1 Month -3.58%
3 Months -1.23%
6 Months +17.3%
YTD +32.3%
1 Year +26.6%
Holdings
  • Hisse Senedi 94.3%
  • Girişim Sermayesi Yatırım Fonu Katılma Payı 3.91%
  • Yatırım Fonu Katılma Payı 1.80%

🎯 Declared Strategy

Comparison benchmark: %90 BIST Katılım Tüm Getiri Endeksi + %10 BIST-KYD 1 Aylık Kar Payı TL Endeksi
Derivatives principles

Faiz içeren enstrümanlara yatırım yapmak istemeyen fakat aynı zamanda hisse senedi yatırımı da yapmak isteyen yatırımcılar için uygundur. Serbest fon kategorisinde olduğu için hisse senedi bazında yoğunlaşmaların olması ihtimali yüksektir.

📋 Profile

ISIN code TRYATLP00283
Founder ATLAS PORTFÖY YÖNETİMİ A.Ş.
Umbrella fund ATLAS PORTFÖY YÖNETİMİ A.Ş. HİSSE SENEDİ ŞEMSİYE FONU
Umbrella type ATLAS PORTFÖY YÖNETİMİ A.Ş. HİSSE SENEDİ ŞEMSİYE FONU
Portfolio manager firm ATLAS PORTFÖY YÖNETİMİ A.Ş.
Inception date 2024-07-24
Fund term SÜRESİZ
Independent auditor ANY PARTNERS BAĞIMSIZ DENETİM A.Ş.
Risk value 6
Volatility (1Y) 21.8%
Max Drawdown (1Y) -12.6% (May 2026)

⏱️ Settlement & Trading

Buy settlement T+1
Sell settlement T+2
Min. purchase units 1
Trading venues TEFAS
Website www.tefas.gov.tr

👤 Fund managers

Adem DEMİRAL Fund manager Experience: 31 yr Appointed: 2017-07-03
Düzey3 - Türev Araçlar
Güven Topaloğlu Portfolio manager Appointed: 2025-09-17
Düzey 3 - Türev Araçlar
Canan Özdemir Portfolio manager Experience: 26 yr Appointed: 2026-04-28
Düzey 3 - Türev Araçlar
Last 5 years: Hedef Portföy - Portföy Yöneticisi
Konuralp ÖZKAN Portfolio manager Experience: 2 yr Appointed: 2025-11-14
Düzey 3 -Türev Araçlar
Last 5 years: Beylerbeyi Portföy - Portföy Yöneticisi Yardımcısı
Osman UÇAR Portfolio manager Experience: 2 yr Appointed: 2026-03-19
Düzey 1
Last 5 years: Allbatross Portföy-Portföy Yöneticisi Yardımcısı

📞 Contact

ContactEsentepe Mah. Haberler Sok. Aynus Holding Blok No:10 İç Kapı No:3 Şişli-İstanbul
Tel212 385 32 00
Faks212 385 32 01
e-Postafon@atlasportfoy.com
Authorized contacts
Begüm Demirci Satış,Pazarlama ve İş Geliştirme Uzmanı
212 385 32 00 info@atlasportfoy.com

Fund Profile

What is the KHJ fund?

KHJ is a mutual fund managed by Atlas Portföy. It trades on TEFAS under the code KHJ, in the Hisse Senedi Yoğun category.

How has the KHJ fund performed?

It returned 26.6% over the past year, in nominal terms. Adjusted for official inflation (TÜFE), its 1-year real return is -4.16%. Year to date it is 32.3%.

What does the KHJ fund hold?

Portfolio allocation: Hisse Senedi 94.3%, Girişim Sermayesi Yatırım Fonu Katılma Payı 3.91%, Yatırım Fonu Katılma Payı 1.80%.

Its largest positions, per the KAP portfolio report dated 30 June 2026: ALTINAY SAVUNMA TEKNOLOJİLERİ A.Ş. (8.08%), DARDANEL ÖNENTAŞ GIDA SANAYİ A.Ş. (7.59%), Kocaer Celik Sanayi ve Ticaret AS (7.26%).

What does the KHJ fund cost?

The annual management fee is 2.00%. Its total expense ratio is 3.65%.

How much withholding tax does the KHJ fund carry?

The estimated withholding rate on gains is 0.00%.

Rates are estimates; consult your tax advisor about your own situation.

Not investment advice

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1Y return
The information here is for informational purposes only and is not investment advice. Past performance does not guarantee future results. Source: TEFAS.