Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs Helios - India Rising PMS
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
Helios - India Rising PMS
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%
0.02%
6 Months
32.15%
5.63%
1 Year
16.77%
4.60%
3 Years
19.00%
14.51%
5 Years
20.10%
12.90%
Since Inception
27.01%
19.56%
Fund Age
6 yrs 10 mo
6 yrs 4 mo
AUM
₹247.64 Cr
₹1,566.43 Cr
Alpha – 1 Year
13.79%
1.62%
Alpha – 3 Years
7.10%
2.62%
Information Ratio – 3 Years
0.30
0.58
Volatility – 1 Year
39.13%
21.65%
Volatility – 3 Years
29.47%
16.64%
Beta – 1 Year
1.87
1.18
Beta – 3 Years
1.36
1.02
Sharpe Ratio – 1 Year
0.42
0.06
Sharpe Ratio – 3 Years
0.55
0.58
Worst Rolling Year
15.03%
12.32%
Value at Worst Rolling Year
₹1.15 Cr
₹1.12 Cr
Deepest Drawdown
−35.86%
−20.60%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.90%
19.14%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 80%
L 41% · M 24% · S 29%
Number of Stocks
42
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%
Cash & Cash Equivalent · 14.10%
ICICI Bank Ltd · 6.59%
State Bank of India · 6.23%
Bharti Airtel Ltd · 5.62%
HDFC Bank Ltd · 5.00%
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%
0% / 0% / 0%