Portfolio Management Services (PMS)Compare Schemes
Fyers Genesis Fund vs Green Portfolio - The Impact ESG Fund
Add SchemeGrowth of ₹1 Crore
Fyers Genesis Fund
Green Portfolio - The Impact ESG Fund
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.54%
−3.33%
6 Months
6.09%
24.60%
1 Year
5.87%
7.56%
3 Years
—
20.98%
5 Years
—
—
Since Inception
3.02%
24.10%
Fund Age
1 yr 11 mo
4 yrs 4 mo
AUM
₹16.43 Cr
₹3.89 Cr
Alpha – 1 Year
1.15%
4.58%
Alpha – 3 Years
—
9.08%
Information Ratio – 3 Years
—
0.07
Volatility – 1 Year
19.36%
32.74%
Volatility – 3 Years
—
27.24%
Beta – 1 Year
1.09
1.49
Beta – 3 Years
—
1.30
Sharpe Ratio – 1 Year
0.11
0.20
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
17.91%
Value at Worst Rolling Year
—
₹1.18 Cr
Deepest Drawdown
−18.63%
−34.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.17%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 20% · S 76%
—
Number of Stocks
24
27
Portfolio P/E
25.89
52.77
Top 5 Holdings
Privi Speciality Chemicals Ltd · 8.72%
Carysil Ltd · 8.46%
Jindal Stainless Ltd · 8.46%
APL Apollo Tubes Ltd · 8.46%
K P R Mill Ltd · 8.45%
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
Top Sectors
Fast Moving Consumer Goods · 13.15%
Financial Services · 6.90%
Information Technology · 6.11%
—
Fixed Fee
1.00% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%