Portfolio Management Services (PMS)Compare Schemes
Dalal & Broacha - Long Term Growth vs Square 64 - Multicap
Add SchemeGrowth of ₹1 Crore
Dalal & Broacha - Long Term Growth
Square 64 - Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.61%
5.13%
6 Months
11.19%
29.29%
1 Year
4.47%
14.37%
3 Years
14.82%
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5 Years
12.64%
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Since Inception
13.38%
7.27%
Fund Age
19 yrs
1 yr 10 mo
AUM
₹1,249 Cr
₹108.4 Cr
Alpha – 1 Year
4.82%
9.65%
Alpha – 3 Years
5.82%
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Information Ratio – 3 Years
0.87
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Volatility – 1 Year
21.24%
30.58%
Volatility – 3 Years
17.51%
—
Beta – 1 Year
1.09
1.41
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
0.05
0.40
Sharpe Ratio – 3 Years
0.69
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Worst Rolling Year
—
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Value at Worst Rolling Year
—
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Deepest Drawdown
—
−25.30%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
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Median Rolling Year
—
—
5-Year Rolling Windows Positive
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Market-Cap Mix
L 40% · M 40% · S 15%
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Number of Stocks
25
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Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
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Fixed Fee
2.00% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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