Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs Mansi share-seven islands PMS
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
Mansi share-seven islands PMS
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
−0.92%
2.10%
6 Months
32.15%
29.13%
1 Year
16.77%
20.96%
3 Years
19.00%
17.22%
5 Years
20.10%
—
Since Inception
27.01%
23.59%
Fund Age
6 yrs 10 mo
3 yrs 7 mo
AUM
₹247.64 Cr
₹147.56 Cr
Alpha – 1 Year
13.79%
16.24%
Alpha – 3 Years
7.10%
5.13%
Information Ratio – 3 Years
0.30
0.33
Volatility – 1 Year
39.13%
30.80%
Volatility – 3 Years
29.47%
25.65%
Beta – 1 Year
1.87
1.54
Beta – 3 Years
1.36
1.41
Sharpe Ratio – 1 Year
0.42
0.58
Sharpe Ratio – 3 Years
0.55
0.54
Worst Rolling Year
15.03%
15.38%
Value at Worst Rolling Year
₹1.15 Cr
₹1.15 Cr
Deepest Drawdown
−35.86%
−28.52%
Recovery Period
94 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.90%
21.14%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
S 80%
L 63% · M 11% · S 17%
Number of Stocks
42
18
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 · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
Top Sectors
—
Financial Services · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%