Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
Xylem Maverick Strategy
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%
9.42%
6 Months
24.60%
52.78%
1 Year
7.56%
27.27%
3 Years
20.98%
—
5 Years
—
—
Since Inception
24.10%
23.72%
Fund Age
4 yrs 4 mo
19 mo
AUM
₹3.89 Cr
₹71.55 Cr
Alpha – 1 Year
4.58%
22.55%
Alpha – 3 Years
9.08%
—
Information Ratio – 3 Years
0.07
—
Volatility – 1 Year
32.74%
31.93%
Volatility – 3 Years
27.24%
—
Beta – 1 Year
1.49
1.29
Beta – 3 Years
1.30
—
Sharpe Ratio – 1 Year
0.20
0.74
Sharpe Ratio – 3 Years
0.49
—
Worst Rolling Year
17.91%
—
Value at Worst Rolling Year
₹1.18 Cr
—
Deepest Drawdown
−34.40%
−27.01%
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
—
—
Market-Cap Mix
—
S 96%
Number of Stocks
27
19
Portfolio P/E
52.77
39.65
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%
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
—
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%