Portfolio Management Services (PMS)Compare Schemes
HDFC India Ascent Portfolio - DPMS vs Tradeswift - Sparkling Gems
Add SchemeGrowth of ₹1 Crore
HDFC India Ascent Portfolio - DPMS
Tradeswift - Sparkling Gems
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%
−0.05%
6 Months
1.78%
23.02%
1 Year
5.40%
—
3 Years
8.85%
—
5 Years
—
—
Since Inception
10.06%
13.86%
Fund Age
3 yrs 2 mo
10 mo
AUM
₹6 Cr
₹13.6 Cr
Alpha – 1 Year
0.68%
—
Alpha – 3 Years
−3.24%
—
Information Ratio – 3 Years
-0.36
—
Volatility – 1 Year
19.91%
—
Volatility – 3 Years
17.03%
—
Beta – 1 Year
1.12
—
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.09
—
Sharpe Ratio – 3 Years
0.27
—
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
—
S 97%
Number of Stocks
—
29
Portfolio P/E
—
26.06
Top 5 Holdings
—
Goldiam International Ltd · 7.05%
Grindwell Norton Ltd · 4.59%
RPG Life Sciences Ltd · 4.39%
Action Construction Equipment Ltd · 4.38%
Enviro Infra Engineers Ltd · 4.35%
Top Sectors
—
Capital Goods · 20.02%
Consumer Durables · 11.07%
Financial Services · 10.96%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1.5% / 1%