Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
Wave-Bloom
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%
−0.67%
6 Months
32.15%
−7.55%
1 Year
16.77%
0.34%
3 Years
19.00%
—
5 Years
20.10%
—
Since Inception
27.01%
12.70%
Fund Age
6 yrs 10 mo
2 yrs 3 mo
AUM
₹247.64 Cr
₹7.52 Cr
Alpha – 1 Year
13.79%
−2.64%
Alpha – 3 Years
7.10%
—
Information Ratio – 3 Years
0.30
—
Volatility – 1 Year
39.13%
8.98%
Volatility – 3 Years
29.47%
—
Beta – 1 Year
1.87
0.39
Beta – 3 Years
1.36
—
Sharpe Ratio – 1 Year
0.42
-0.50
Sharpe Ratio – 3 Years
0.55
—
Worst Rolling Year
15.03%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
−35.86%
−10.25%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
31.90%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
S 80%
L 71% · M 18% · S 10%
Number of Stocks
42
10
Portfolio P/E
42.30
15.00
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%
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
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—
Fixed Fee
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—