Portfolio Management Services (PMS)Compare Schemes
Investvalue India Winners Portfolio vs Prudent Equity Growth Strategy
Add SchemeGrowth of ₹1 Crore
Investvalue India Winners Portfolio
Prudent Equity Growth Strategy
Return for the risk
1 yr return
0%
5%
10%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
5.49%
−2.67%
6 Months
—
4.01%
1 Year
—
3.88%
3 Years
—
—
5 Years
—
—
Since Inception
17.31%
−1.21%
Fund Age
5 mo
2 yrs 1 mo
AUM
₹30.77 Cr
₹29.71 Cr
Alpha – 1 Year
—
−0.84%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
22.02%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.16
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.03
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−15.04%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 20% · M 23% · S 49%
M 9% · S 73%
Number of Stocks
20
—
Portfolio P/E
53.40
—
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%
—
Top Sectors
Capital Goods · 32.00%
Automobile and Auto Components · 17.00%
Healthcare · 12.00%
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 0% / 0%