Portfolio Management Services (PMS)Compare Schemes
Dolat Quantum Leap vs Green Portfolio - Special
Add SchemeGrowth of ₹1 Crore
Dolat Quantum Leap
Green Portfolio - Special
Return for the risk
3 yrs return
10%
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
6.28%
2.75%
6 Months
10.96%
26.95%
1 Year
—
13.12%
3 Years
—
17.80%
5 Years
—
15.04%
Since Inception
12.86%
22.70%
Fund Age
9 mo
8 yrs
AUM
₹21.51 Cr
₹357.26 Cr
Alpha – 1 Year
—
10.14%
Alpha – 3 Years
—
5.90%
Information Ratio – 3 Years
—
0.31
Volatility – 1 Year
—
32.38%
Volatility – 3 Years
—
25.45%
Beta – 1 Year
—
1.68
Beta – 3 Years
—
1.37
Sharpe Ratio – 1 Year
—
0.36
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
11.19%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
—
−26.50%
Recovery Period
—
80 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
27.28%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 7% · M 19% · S 59%
Number of Stocks
—
42
Portfolio P/E
—
42.01
Top 5 Holdings
—
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%