Portfolio Management Services (PMS)Compare Schemes
HDFC India Ascent Portfolio - DPMS vs Qode All Weather
Add SchemeGrowth of ₹1 Crore
HDFC India Ascent Portfolio - DPMS
Qode All Weather
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.07%
2.03%
6 Months
1.78%
2.88%
1 Year
5.40%
29.75%
3 Years
8.85%
—
5 Years
—
—
Since Inception
10.06%
23.85%
Fund Age
3 yrs 2 mo
1 yr 9 mo
AUM
₹6 Cr
₹195.05 Cr
Alpha – 1 Year
0.68%
30.10%
Alpha – 3 Years
−3.24%
—
Information Ratio – 3 Years
-0.36
—
Volatility – 1 Year
19.91%
10.42%
Volatility – 3 Years
17.03%
—
Beta – 1 Year
1.12
0.12
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.09
2.07
Sharpe Ratio – 3 Years
0.27
—
Worst Rolling Year
8.77%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−18.84%
−8.29%
Recovery Period
Not yet recovered
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
0.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%