Portfolio Management Services (PMS)Compare Schemes
BB Micro To Mega vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
BB Micro To Mega
TRADESWIFT BROKING-MULTI ASSET
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.50%
0.77%
6 Months
10.26%
11.30%
1 Year
20.10%
5.88%
3 Years
—
—
5 Years
—
—
Since Inception
21.53%
10.85%
Fund Age
18 mo
2 yrs 5 mo
AUM
₹79.16 Cr
₹45.96 Cr
Alpha – 1 Year
17.12%
−0.98%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
19.38%
21.88%
Volatility – 3 Years
—
—
Beta – 1 Year
0.85
2.00
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.76
0.12
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.77%
−19.87%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 8% · M 7% · S 61%
L 12% · M 4% · S 66%
Number of Stocks
66
39
Portfolio P/E
52.54
23.43
Top 5 Holdings
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 10.53%
Cash & Cash Equivalent · 8.45%
Welspun Corp Ltd · 4.44%
Venus Remedies Ltd · 4.32%
E2E Networks Ltd · 3.77%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
Capital Goods · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1.5% / 1%