Portfolio Management Services (PMS)Compare Schemes
Care PMS - Large & Midcap Strategy vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Care PMS - Large & Midcap Strategy
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
0.50%
13.10%
1 Year
6.34%
18.11%
3 Years
19.74%
14.56%
5 Years
16.62%
8.71%
Since Inception
20.10%
13.67%
Fund Age
6 yrs 1 mo
11 yrs 2 mo
AUM
₹56.91 Cr
₹138.06 Cr
Alpha – 1 Year
1.64%
18.46%
Alpha – 3 Years
7.64%
5.57%
Information Ratio – 3 Years
0.90
0.62
Volatility – 1 Year
16.52%
22.83%
Volatility – 3 Years
17.18%
16.72%
Beta – 1 Year
0.89
1.29
Beta – 3 Years
1.04
1.00
Sharpe Ratio – 1 Year
0.14
0.61
Sharpe Ratio – 3 Years
0.84
0.55
Worst Rolling Year
18.93%
-8.44%
Value at Worst Rolling Year
₹1.19 Cr
₹0.92 Cr
Deepest Drawdown
−18.72%
−17.10%
Recovery Period
245 days
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
25.30%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 59% · M 40%
L 38% · M 14% · S 45%
Number of Stocks
20
18
Portfolio P/E
27.00
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%