Portfolio Management Services (PMS)Compare Schemes
KEDIA - Multi Cap vs SHREE SMART MARKET PLAN
Add SchemeGrowth of ₹1 Crore
KEDIA - Multi Cap
SHREE SMART MARKET PLAN
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.23%
1.81%
6 Months
7.97%
1.04%
1 Year
6.21%
0.26%
3 Years
12.78%
5.24%
5 Years
14.19%
—
Since Inception
16.41%
8.72%
Fund Age
7 yrs 3 mo
4 yrs 3 mo
AUM
₹115.97 Cr
₹53.49 Cr
Alpha – 1 Year
1.49%
0.69%
Alpha – 3 Years
0.69%
−3.33%
Information Ratio – 3 Years
0.20
—
Volatility – 1 Year
15.75%
17.93%
Volatility – 3 Years
15.69%
23.60%
Beta – 1 Year
0.82
1.08
Beta – 3 Years
0.88
—
Sharpe Ratio – 1 Year
0.12
0.06
Sharpe Ratio – 3 Years
0.51
0.67
Worst Rolling Year
11.84%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−23.37%
−13.25%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.02%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
—
Number of Stocks
35
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—