Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs Tradeswift - Sparkling Gems
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
Tradeswift - Sparkling Gems
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
−0.05%
6 Months
26.95%
23.02%
1 Year
13.12%
—
3 Years
17.80%
—
5 Years
15.04%
—
Since Inception
22.70%
13.86%
Fund Age
8 yrs
10 mo
AUM
₹357.26 Cr
₹13.6 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%
S 97%
Number of Stocks
42
29
Portfolio P/E
42.01
26.06
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%
Goldiam International Ltd · 7.05%
Grindwell Norton Ltd · 4.59%
RPG Life Sciences Ltd · 4.39%
Action Construction Equipment Ltd · 4.38%
Enviro Infra Engineers Ltd · 4.35%
Top Sectors
—
Capital Goods · 20.02%
Consumer Durables · 11.07%
Financial Services · 10.96%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1.5% / 1%