Portfolio Management Services (PMS)Compare Schemes
GSC Smart Core Portfolio vs Omni Barons
Add SchemeGrowth of ₹1 Crore
GSC Smart Core Portfolio
Omni Barons
1 Month
2.76%
−1.38%
6 Months
8.27%
5.97%
1 Year
—
—
3 Years
—
—
5 Years
—
—
Since Inception
29.93%
6.30%
Fund Age
8 mo
8 mo
AUM
₹97.36 Cr
₹0.57 Cr
Alpha – 1 Year
—
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
—
Volatility – 3 Years
—
—
Beta – 1 Year
—
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
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—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 24% · M 76%
L 27% · M 40% · S 33%
Number of Stocks
—
14
Portfolio P/E
—
9.23
Top 5 Holdings
—
Power Finance Corporation Ltd · 6.70%
IDFC First Bank Ltd · 6.70%
Union Bank of India · 6.70%
Indian Bank · 6.70%
Central Bank of India · 6.70%
Top Sectors
Capital Goods · 26.00%
Others · 20.00%
Financial Services · 17.00%
Financial Services · 73.20%
Power · 13.40%
Capital Goods · 6.70%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%