Portfolio Management Services (PMS)Compare Schemes
HDFC India Ascent Portfolio - DPMS vs Valcreate Lifesciences and Specialty Opportunities
Add SchemeGrowth of ₹1 Crore
HDFC India Ascent Portfolio - DPMS
Valcreate Lifesciences and Specialty Opportunities
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%
6.35%
6 Months
1.78%
17.95%
1 Year
5.40%
21.71%
3 Years
8.85%
19.34%
5 Years
—
—
Since Inception
10.06%
19.34%
Fund Age
3 yrs 2 mo
3 yrs 6 mo
AUM
₹6 Cr
₹18.73 Cr
Alpha – 1 Year
0.68%
16.99%
Alpha – 3 Years
−3.24%
7.25%
Information Ratio – 3 Years
-0.36
0.85
Volatility – 1 Year
19.91%
22.22%
Volatility – 3 Years
17.03%
20.72%
Beta – 1 Year
1.12
0.87
Beta – 3 Years
1.05
0.89
Sharpe Ratio – 1 Year
0.09
0.75
Sharpe Ratio – 3 Years
0.27
0.85
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
—
Sharda Cropchem Ltd · 11.13%
Kwality Pharmaceuticals Ltd · 5.72%
Sumitomo Chemical India Ltd · 5.72%
Vinati Organics Ltd · 5.51%
Rallis India Ltd · 5.34%
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%