Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs SHREE SMART MARKET PLAN
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
SHREE SMART MARKET PLAN
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
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
4 yrs 3 mo
AUM
₹3.89 Cr
₹53.49 Cr
Alpha – 1 Year
4.58%
0.69%
Alpha – 3 Years
9.08%
−3.33%
Information Ratio – 3 Years
0.07
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Volatility – 1 Year
32.74%
17.93%
Volatility – 3 Years
27.24%
23.60%
Beta – 1 Year
1.49
1.08
Beta – 3 Years
1.30
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Sharpe Ratio – 1 Year
0.20
0.06
Sharpe Ratio – 3 Years
0.49
0.67
Worst Rolling Year
17.91%
—
Value at Worst Rolling Year
₹1.18 Cr
—
Deepest Drawdown
−34.40%
−13.25%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
25.17%
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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%
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