Portfolio Management Services (PMS)Compare Schemes
Care PMS - Large & Midcap Strategy vs Green Portfolio - The Impact ESG Fund
Add SchemeGrowth of ₹1 Crore
Care PMS - Large & Midcap Strategy
Green Portfolio - The Impact ESG Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−1.86%
−3.33%
6 Months
0.50%
24.60%
1 Year
6.34%
7.56%
3 Years
19.74%
20.98%
5 Years
16.62%
—
Since Inception
20.10%
24.10%
Fund Age
6 yrs 1 mo
4 yrs 4 mo
AUM
₹56.91 Cr
₹3.89 Cr
Alpha – 1 Year
1.64%
4.58%
Alpha – 3 Years
7.64%
9.08%
Information Ratio – 3 Years
0.90
0.07
Volatility – 1 Year
16.52%
32.74%
Volatility – 3 Years
17.18%
27.24%
Beta – 1 Year
0.89
1.49
Beta – 3 Years
1.04
1.30
Sharpe Ratio – 1 Year
0.14
0.20
Sharpe Ratio – 3 Years
0.84
0.49
Worst Rolling Year
18.93%
17.91%
Value at Worst Rolling Year
₹1.19 Cr
₹1.18 Cr
Deepest Drawdown
−18.72%
−34.40%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.30%
25.17%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 59% · M 40%
—
Number of Stocks
20
27
Portfolio P/E
27.00
52.77
Top 5 Holdings
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
Top Sectors
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
—
Fixed Fee
2.00% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%