Portfolio Management Services (PMS)Compare Schemes
Hanut - Fundamental Quant vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Hanut - Fundamental Quant
Wealth Managers - Focused Leadership Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.57%
4.79%
6 Months
13.27%
13.10%
1 Year
19.25%
18.11%
3 Years
19.26%
14.56%
5 Years
12.69%
8.71%
Since Inception
18.49%
13.67%
Fund Age
7 yrs 3 mo
11 yrs 2 mo
AUM
₹40.18 Cr
₹138.06 Cr
Alpha – 1 Year
14.53%
18.46%
Alpha – 3 Years
7.17%
5.57%
Information Ratio – 3 Years
0.70
0.62
Volatility – 1 Year
26.49%
22.83%
Volatility – 3 Years
18.75%
16.72%
Beta – 1 Year
1.37
1.29
Beta – 3 Years
1.06
1.00
Sharpe Ratio – 1 Year
0.59
0.61
Sharpe Ratio – 3 Years
0.71
0.55
Worst Rolling Year
12.14%
-8.44%
Value at Worst Rolling Year
₹1.12 Cr
₹0.92 Cr
Deepest Drawdown
−15.45%
−17.10%
Recovery Period
24 days
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
20.15%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 13% · M 41% · S 44%
L 38% · M 14% · S 45%
Number of Stocks
36
18
Portfolio P/E
41.94
38.70
Top 5 Holdings
Netweb Technologies India Ltd · 6.67%
Multi Commodity Exchange of India Ltd · 5.86%
GE Vernova T&D India Ltd · 5.56%
National Aluminium Company Ltd · 5.33%
Data Patterns (India) Ltd · 4.35%
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 · 35.90%
Capital Goods · 24.06%
Realty · 10.12%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%