Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
ValueQuest - Platinum
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%
2.62%
6 Months
26.95%
20.31%
1 Year
13.12%
5.50%
3 Years
17.80%
14.22%
5 Years
15.04%
16.13%
Since Inception
22.70%
18.70%
Fund Age
8 yrs
9 yrs 8 mo
AUM
₹357.26 Cr
₹3,491.64 Cr
Alpha – 1 Year
10.14%
2.52%
Alpha – 3 Years
5.90%
2.33%
Information Ratio – 3 Years
0.31
0.19
Volatility – 1 Year
32.38%
25.24%
Volatility – 3 Years
25.45%
21.26%
Beta – 1 Year
1.68
1.29
Beta – 3 Years
1.37
1.17
Sharpe Ratio – 1 Year
0.36
0.11
Sharpe Ratio – 3 Years
0.56
0.48
Worst Rolling Year
11.19%
-9.34%
Value at Worst Rolling Year
₹1.11 Cr
₹0.91 Cr
Deepest Drawdown
−26.50%
−6.25%
Recovery Period
80 days
13 days
1-Year Rolling Windows Positive
100.00%
93.29%
Median Rolling Year
27.28%
15.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 19% · S 59%
L 23% · M 15% · S 57%
Number of Stocks
42
30
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%
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics Ltd
Top Sectors
—
—
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 1%