Portfolio Management Services (PMS)Compare Schemes
Investvalue India Winners Portfolio vs Omni Super Debt
Add SchemeGrowth of ₹1 Crore
Investvalue India Winners Portfolio
Omni Super Debt
1 Month
5.49%
2.38%
6 Months
—
6.85%
1 Year
—
—
3 Years
—
—
5 Years
—
—
Since Inception
17.31%
4.44%
Fund Age
5 mo
8 mo
AUM
₹30.77 Cr
₹0.03 Cr
Alpha – 1 Year
—
—
Alpha – 3 Years
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—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
—
Volatility – 3 Years
—
—
Beta – 1 Year
—
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
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Recovery Period
—
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1-Year Rolling Windows Positive
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Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 20% · M 23% · S 49%
—
Number of Stocks
20
4
Portfolio P/E
53.40
46.60
Top 5 Holdings
Cash & Cash Equivalent · 8.00%
CCL Products (India) Ltd · 6.00%
KEI Industries Ltd · 5.00%
ABB India Ltd · 5.00%
Bharat Forge Ltd · 5.00%
Powergrid Infrastructure Investment Trust · 25.00%
LIC MF Nifty 8-13 yr G-Sec ETF · 25.00%
BHARAT Bond ETF - April 2033 · 25.00%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 25.00%
Top Sectors
Capital Goods · 32.00%
Automobile and Auto Components · 17.00%
Healthcare · 12.00%
Government · 42.79%
Power · 28.89%
Financial Services · 13.83%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%