Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
24.60%
13.10%
1 Year
7.56%
18.11%
3 Years
20.98%
14.56%
5 Years
—
8.71%
Since Inception
24.10%
13.67%
Fund Age
4 yrs 4 mo
11 yrs 2 mo
AUM
₹3.89 Cr
₹138.06 Cr
Alpha – 1 Year
4.58%
18.46%
Alpha – 3 Years
9.08%
5.57%
Information Ratio – 3 Years
0.07
0.62
Volatility – 1 Year
32.74%
22.83%
Volatility – 3 Years
27.24%
16.72%
Beta – 1 Year
1.49
1.29
Beta – 3 Years
1.30
1.00
Sharpe Ratio – 1 Year
0.20
0.61
Sharpe Ratio – 3 Years
0.49
0.55
Worst Rolling Year
17.91%
-8.44%
Value at Worst Rolling Year
₹1.18 Cr
₹0.92 Cr
Deepest Drawdown
−34.40%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
25.17%
13.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 38% · M 14% · S 45%
Number of Stocks
27
18
Portfolio P/E
52.77
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
—
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%