Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs KEDIA - Multi Cap
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
KEDIA - Multi Cap
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%
2.23%
6 Months
32.15%
7.97%
1 Year
16.77%
6.21%
3 Years
19.00%
12.78%
5 Years
20.10%
14.19%
Since Inception
27.01%
16.41%
Fund Age
6 yrs 10 mo
7 yrs 3 mo
AUM
₹247.64 Cr
₹115.97 Cr
Alpha – 1 Year
13.79%
1.49%
Alpha – 3 Years
7.10%
0.69%
Information Ratio – 3 Years
0.30
0.20
Volatility – 1 Year
39.13%
15.75%
Volatility – 3 Years
29.47%
15.69%
Beta – 1 Year
1.87
0.82
Beta – 3 Years
1.36
0.88
Sharpe Ratio – 1 Year
0.42
0.12
Sharpe Ratio – 3 Years
0.55
0.51
Worst Rolling Year
15.03%
11.84%
Value at Worst Rolling Year
₹1.15 Cr
₹1.12 Cr
Deepest Drawdown
−35.86%
−23.37%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.90%
21.02%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 80%
—
Number of Stocks
42
35
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
—
—
Fixed Fee
2.25% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%