Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Maximal Income Fund
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
Maximal Income Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.33%
1.24%
6 Months
24.60%
7.09%
1 Year
7.56%
17.57%
3 Years
20.98%
20.39%
5 Years
—
—
Since Inception
24.10%
19.75%
Fund Age
4 yrs 4 mo
4 yrs 2 mo
AUM
₹3.89 Cr
₹49.8 Cr
Alpha – 1 Year
4.58%
16.32%
Alpha – 3 Years
9.08%
14.92%
Information Ratio – 3 Years
0.07
1.66
Volatility – 1 Year
32.74%
7.36%
Volatility – 3 Years
27.24%
8.69%
Beta – 1 Year
1.49
1.50
Beta – 3 Years
1.30
0.91
Sharpe Ratio – 1 Year
0.20
1.55
Sharpe Ratio – 3 Years
0.49
1.63
Worst Rolling Year
17.91%
18.51%
Value at Worst Rolling Year
₹1.18 Cr
₹1.19 Cr
Deepest Drawdown
−34.40%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.17%
21.68%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
—
Number of Stocks
27
—
Portfolio P/E
52.77
—
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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Top Sectors
—
—
Fixed Fee
2.25% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 15%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%