Portfolio Management Services (PMS)Compare Schemes
Care PMS - Large & Midcap Strategy vs Omni Victors
Add SchemeGrowth of ₹1 Crore
Care PMS - Large & Midcap Strategy
Omni Victors
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.86%
−2.56%
6 Months
0.50%
2.76%
1 Year
6.34%
—
3 Years
19.74%
—
5 Years
16.62%
—
Since Inception
20.10%
−5.52%
Fund Age
6 yrs 1 mo
8 mo
AUM
₹56.91 Cr
₹2.09 Cr
Alpha – 1 Year
1.64%
—
Alpha – 3 Years
7.64%
—
Information Ratio – 3 Years
0.90
—
Volatility – 1 Year
16.52%
—
Volatility – 3 Years
17.18%
—
Beta – 1 Year
0.89
—
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
0.14
—
Sharpe Ratio – 3 Years
0.84
—
Worst Rolling Year
18.93%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−18.72%
—
Recovery Period
245 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
25.30%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 59% · M 40%
L 10% · M 14% · S 76%
Number of Stocks
20
39
Portfolio P/E
27.00
11.89
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%
GIC Housing Finance Ltd · 2.38%
Sanghvi Movers Ltd · 2.38%
Ahluwalia Contracts (India) Ltd · 2.38%
PSP Projects Ltd · 2.38%
Redington Ltd · 2.38%
Top Sectors
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Financial Services · 38.10%
Construction · 23.81%
Services · 16.66%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%