Portfolio Management Services (PMS)Compare Schemes
HDFC India Ascent Portfolio - DPMS vs Money Life - Mas Prime
Add SchemeGrowth of ₹1 Crore
HDFC India Ascent Portfolio - DPMS
Money Life - Mas Prime
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
−1.07%
6.82%
6 Months
1.78%
25.39%
1 Year
5.40%
17.69%
3 Years
8.85%
21.57%
5 Years
—
14.87%
Since Inception
10.06%
17.17%
Fund Age
3 yrs 2 mo
6 yrs 10 mo
AUM
₹6 Cr
₹119.43 Cr
Alpha – 1 Year
0.68%
18.04%
Alpha – 3 Years
−3.24%
12.57%
Information Ratio – 3 Years
-0.36
0.68
Volatility – 1 Year
19.91%
26.38%
Volatility – 3 Years
17.03%
21.61%
Beta – 1 Year
1.12
0.88
Beta – 3 Years
1.05
0.85
Sharpe Ratio – 1 Year
0.09
0.54
Sharpe Ratio – 3 Years
0.27
0.77
Worst Rolling Year
8.77%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−18.84%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
10.14%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%