Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
Wave-Bloom
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
−3.33%
−0.67%
6 Months
24.60%
−7.55%
1 Year
7.56%
0.34%
3 Years
20.98%
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5 Years
—
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Since Inception
24.10%
12.70%
Fund Age
4 yrs 4 mo
2 yrs 3 mo
AUM
₹3.89 Cr
₹7.52 Cr
Alpha – 1 Year
4.58%
−2.64%
Alpha – 3 Years
9.08%
—
Information Ratio – 3 Years
0.07
—
Volatility – 1 Year
32.74%
8.98%
Volatility – 3 Years
27.24%
—
Beta – 1 Year
1.49
0.39
Beta – 3 Years
1.30
—
Sharpe Ratio – 1 Year
0.20
-0.50
Sharpe Ratio – 3 Years
0.49
—
Worst Rolling Year
17.91%
—
Value at Worst Rolling Year
₹1.18 Cr
—
Deepest Drawdown
−34.40%
−10.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
25.17%
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
—
L 71% · M 18% · S 10%
Number of Stocks
27
10
Portfolio P/E
52.77
15.00
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%
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
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Fixed Fee
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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