Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Valcreate Lifesciences and Specialty Opportunities
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
Valcreate Lifesciences and Specialty Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.33%
6.35%
6 Months
24.60%
17.95%
1 Year
7.56%
21.71%
3 Years
20.98%
19.34%
5 Years
—
—
Since Inception
24.10%
19.34%
Fund Age
4 yrs 4 mo
3 yrs 6 mo
AUM
₹3.89 Cr
₹18.73 Cr
Alpha – 1 Year
4.58%
16.99%
Alpha – 3 Years
9.08%
7.25%
Information Ratio – 3 Years
0.07
0.85
Volatility – 1 Year
32.74%
22.22%
Volatility – 3 Years
27.24%
20.72%
Beta – 1 Year
1.49
0.87
Beta – 3 Years
1.30
0.89
Sharpe Ratio – 1 Year
0.20
0.75
Sharpe Ratio – 3 Years
0.49
0.85
Worst Rolling Year
17.91%
—
Value at Worst Rolling Year
₹1.18 Cr
—
Deepest Drawdown
−34.40%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
25.17%
—
5-Year Rolling Windows Positive
—
—
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%
Sharda Cropchem Ltd · 11.13%
Kwality Pharmaceuticals Ltd · 5.72%
Sumitomo Chemical India Ltd · 5.72%
Vinati Organics Ltd · 5.51%
Rallis India Ltd · 5.34%
Top Sectors
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—
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%