Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
Xylem Maverick Strategy
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%
9.42%
6 Months
32.15%
52.78%
1 Year
16.77%
27.27%
3 Years
19.00%
—
5 Years
20.10%
—
Since Inception
27.01%
23.72%
Fund Age
6 yrs 10 mo
19 mo
AUM
₹247.64 Cr
₹71.55 Cr
Alpha – 1 Year
13.79%
22.55%
Alpha – 3 Years
7.10%
—
Information Ratio – 3 Years
0.30
—
Volatility – 1 Year
39.13%
31.93%
Volatility – 3 Years
29.47%
—
Beta – 1 Year
1.87
1.29
Beta – 3 Years
1.36
—
Sharpe Ratio – 1 Year
0.42
0.74
Sharpe Ratio – 3 Years
0.55
—
Worst Rolling Year
15.03%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
−35.86%
−27.01%
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%
S 96%
Number of Stocks
42
19
Portfolio P/E
42.30
39.65
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%
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
—
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%