Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
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%
0.95%
6 Months
32.15%
11.98%
1 Year
16.77%
18.12%
3 Years
19.00%
18.24%
5 Years
20.10%
—
Since Inception
27.01%
20.21%
Fund Age
6 yrs 10 mo
4 yrs 8 mo
AUM
₹247.64 Cr
₹424.87 Cr
Alpha – 1 Year
13.79%
13.40%
Alpha – 3 Years
7.10%
6.15%
Information Ratio – 3 Years
0.30
0.85
Volatility – 1 Year
39.13%
22.44%
Volatility – 3 Years
29.47%
19.69%
Beta – 1 Year
1.87
1.22
Beta – 3 Years
1.36
1.10
Sharpe Ratio – 1 Year
0.42
0.61
Sharpe Ratio – 3 Years
0.55
0.80
Worst Rolling Year
15.03%
18.24%
Value at Worst Rolling Year
₹1.15 Cr
₹1.18 Cr
Deepest Drawdown
−35.86%
−25.57%
Recovery Period
94 days
337 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.90%
24.33%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
S 80%
M 1% · S 89%
Number of Stocks
42
30
Portfolio P/E
42.30
23.45
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 · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
Top Sectors
—
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Fixed Fee
2.25% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%