Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
ValueQuest - Platinum
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%
2.62%
6 Months
32.15%
20.31%
1 Year
16.77%
5.50%
3 Years
19.00%
14.22%
5 Years
20.10%
16.13%
Since Inception
27.01%
18.70%
Fund Age
6 yrs 10 mo
9 yrs 8 mo
AUM
₹247.64 Cr
₹3,491.64 Cr
Alpha – 1 Year
13.79%
2.52%
Alpha – 3 Years
7.10%
2.33%
Information Ratio – 3 Years
0.30
0.19
Volatility – 1 Year
39.13%
25.24%
Volatility – 3 Years
29.47%
21.26%
Beta – 1 Year
1.87
1.29
Beta – 3 Years
1.36
1.17
Sharpe Ratio – 1 Year
0.42
0.11
Sharpe Ratio – 3 Years
0.55
0.48
Worst Rolling Year
15.03%
-9.34%
Value at Worst Rolling Year
₹1.15 Cr
₹0.91 Cr
Deepest Drawdown
−35.86%
−6.25%
Recovery Period
94 days
13 days
1-Year Rolling Windows Positive
100.00%
93.29%
Median Rolling Year
31.90%
15.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 80%
L 23% · M 15% · S 57%
Number of Stocks
42
30
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%
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics Ltd
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%
1% / 1% / 1%