Portfolio Management Services (PMS)Compare Schemes
Dalal & Broacha - Long Term Growth vs Green Portfolio - Super 30 Dynamic
Add SchemeGrowth of ₹1 Crore
Dalal & Broacha - Long Term Growth
Green Portfolio - Super 30 Dynamic
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.61%
−0.92%
6 Months
11.19%
32.15%
1 Year
4.47%
16.77%
3 Years
14.82%
19.00%
5 Years
12.64%
20.10%
Since Inception
13.38%
27.01%
Fund Age
19 yrs
6 yrs 10 mo
AUM
₹1,249 Cr
₹247.64 Cr
Alpha – 1 Year
4.82%
13.79%
Alpha – 3 Years
5.82%
7.10%
Information Ratio – 3 Years
0.87
0.30
Volatility – 1 Year
21.24%
39.13%
Volatility – 3 Years
17.51%
29.47%
Beta – 1 Year
1.09
1.87
Beta – 3 Years
1.04
1.36
Sharpe Ratio – 1 Year
0.05
0.42
Sharpe Ratio – 3 Years
0.69
0.55
Worst Rolling Year
—
15.03%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
—
−35.86%
Recovery Period
—
94 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
31.90%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 40% · S 15%
S 80%
Number of Stocks
25
42
Portfolio P/E
—
42.30
Top 5 Holdings
—
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
Top Sectors
—
—
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%