Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Shree dynamic plan
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
Shree dynamic plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.33%
1.81%
6 Months
24.60%
1.04%
1 Year
7.56%
0.26%
3 Years
20.98%
5.24%
5 Years
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Since Inception
24.10%
8.72%
Fund Age
4 yrs 4 mo
3 yrs 3 mo
AUM
₹3.89 Cr
₹10.49 Cr
Alpha – 1 Year
4.58%
−5.71%
Alpha – 3 Years
9.08%
−5.66%
Information Ratio – 3 Years
0.07
-0.42
Volatility – 1 Year
32.74%
12.03%
Volatility – 3 Years
27.24%
9.92%
Beta – 1 Year
1.49
1.11
Beta – 3 Years
1.30
1.06
Sharpe Ratio – 1 Year
0.20
-0.37
Sharpe Ratio – 3 Years
0.49
0.02
Worst Rolling Year
17.91%
4.93%
Value at Worst Rolling Year
₹1.18 Cr
₹1.05 Cr
Deepest Drawdown
−34.40%
−12.18%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.17%
6.41%
5-Year Rolling Windows Positive
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Market-Cap Mix
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—
Number of Stocks
27
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Portfolio P/E
52.77
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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
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—
Fixed Fee
2.25% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%