Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs HDFC India Ascent Portfolio - DPMS
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
HDFC India Ascent Portfolio - DPMS
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
−0.92%
−1.07%
6 Months
32.15%
1.78%
1 Year
16.77%
5.40%
3 Years
19.00%
8.85%
5 Years
20.10%
—
Since Inception
27.01%
10.06%
Fund Age
6 yrs 10 mo
3 yrs 2 mo
AUM
₹247.64 Cr
₹6 Cr
Alpha – 1 Year
13.79%
0.68%
Alpha – 3 Years
7.10%
−3.24%
Information Ratio – 3 Years
0.30
-0.36
Volatility – 1 Year
39.13%
19.91%
Volatility – 3 Years
29.47%
17.03%
Beta – 1 Year
1.87
1.12
Beta – 3 Years
1.36
1.05
Sharpe Ratio – 1 Year
0.42
0.09
Sharpe Ratio – 3 Years
0.55
0.27
Worst Rolling Year
15.03%
8.77%
Value at Worst Rolling Year
₹1.15 Cr
₹1.09 Cr
Deepest Drawdown
−35.86%
−18.84%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.90%
10.14%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
S 80%
—
Number of Stocks
42
—
Portfolio P/E
42.30
—
Top 5 Holdings
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
—
Top Sectors
—
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Fixed Fee
2.25% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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