Portfolio Management Services (PMS)Compare Schemes
IDPL Wealthy Nivesh Multi-Asset PMS vs Ocean-Avendus Olivo Core Equity Portfolio
Add SchemeGrowth of ₹1 Crore
IDPL Wealthy Nivesh Multi-Asset PMS
Ocean-Avendus Olivo Core Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.88%
0.17%
6 Months
—
−0.88%
1 Year
—
−2.91%
3 Years
—
9.00%
5 Years
—
9.07%
Since Inception
−0.16%
14.52%
Fund Age
5 mo
6 yrs 2 mo
AUM
₹7.04 Cr
₹209.81 Cr
Alpha – 1 Year
—
−7.63%
Alpha – 3 Years
—
−3.09%
Information Ratio – 3 Years
—
-0.39
Volatility – 1 Year
—
14.71%
Volatility – 3 Years
—
15.04%
Beta – 1 Year
—
0.84
Beta – 3 Years
—
0.90
Sharpe Ratio – 1 Year
—
-0.49
Sharpe Ratio – 3 Years
—
0.35
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 38% · M 29% · S 25%
—
Number of Stocks
7
—
Portfolio P/E
—
—
Top 5 Holdings
Nippon India Large Cap Fund - Direct (G) · 20.00%
Kotak Multi Asset Allocation Fund - Direct (G) · 15.00%
ICICI Pru Business Cycle Fund - Direct (G) · 15.00%
WhiteOak Capital Mid Cap Fund - Direct (G) · 12.50%
Mirae Asset Midcap Fund - Direct (G) · 12.50%
—
Top Sectors
Financial Services · 26.48%
Healthcare · 9.47%
Capital Goods · 8.73%
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%