Compare Schemes

Grobiz SME Opportunity Fund vs Value wise Undiscovered Fund

Grobiz SME Opportunity Fund

Value wise Undiscovered Fund

Add Scheme

Growth of ₹1 Crore

Grobiz SME Opportunity Fund

Value wise Undiscovered Fund

Return for the risk

1 yr return

10%

15%

Nifty Microcap 250 Total Return Index · 4.7%

Grobiz SME Opportunity Fund

10.4% • vol 34.8%

Value wise Undiscovered Fund

10.4% • vol 20.3%

10%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

0.30%

−0.45%

6 Months

18.46%

8.34%

1 Year

10.36%

10.42%

3 Years

—

5 Years

—

Since Inception

19.98%

13.56%

Fund Age

15 mo

20 mo

AUM

—

Alpha – 1 Year

5.67%

5.08%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

34.82%

20.25%

Volatility – 3 Years

—

Beta – 1 Year

1.12

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.29

0.33

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−25.01%

−13.41%

Recovery Period

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

—

Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

—

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.