Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs Ksema - Alpha
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
Ksema - Alpha
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
1.08%
6 Months
26.95%
1.74%
1 Year
13.12%
10.49%
3 Years
17.80%
12.80%
5 Years
15.04%
12.91%
Since Inception
22.70%
15.37%
Fund Age
8 yrs
7 yrs 7 mo
AUM
₹357.26 Cr
₹15.96 Cr
Alpha – 1 Year
10.14%
10.84%
Alpha – 3 Years
5.90%
3.80%
Information Ratio – 3 Years
0.31
0.47
Volatility – 1 Year
32.38%
19.22%
Volatility – 3 Years
25.45%
17.53%
Beta – 1 Year
1.68
1.18
Beta – 3 Years
1.37
1.15
Sharpe Ratio – 1 Year
0.36
0.34
Sharpe Ratio – 3 Years
0.56
0.48
Worst Rolling Year
11.19%
12.46%
Value at Worst Rolling Year
₹1.11 Cr
₹1.12 Cr
Deepest Drawdown
−26.50%
−19.38%
Recovery Period
80 days
275 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
27.28%
18.63%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 19% · S 59%
L 64% · M 15% · S 21%
Number of Stocks
42
38
Portfolio P/E
42.01
24.65
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%
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
Top Sectors
—
Financial Services · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%