Portfolio Management Services (PMS)Compare Schemes
KEDIA - Multi Cap vs THINQWISE INDIA LONG TERM FUND
Add SchemeGrowth of ₹1 Crore
KEDIA - Multi Cap
THINQWISE INDIA LONG TERM FUND
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.23%
−0.86%
6 Months
7.97%
8.56%
1 Year
6.21%
5.56%
3 Years
12.78%
8.84%
5 Years
14.19%
—
Since Inception
16.41%
10.12%
Fund Age
7 yrs 3 mo
3 yrs 2 mo
AUM
₹115.97 Cr
₹45.94 Cr
Alpha – 1 Year
1.49%
5.91%
Alpha – 3 Years
0.69%
−0.16%
Information Ratio – 3 Years
0.20
0.15
Volatility – 1 Year
15.75%
23.84%
Volatility – 3 Years
15.69%
20.02%
Beta – 1 Year
0.82
1.25
Beta – 3 Years
0.88
1.03
Sharpe Ratio – 1 Year
0.12
0.12
Sharpe Ratio – 3 Years
0.51
0.26
Worst Rolling Year
11.84%
7.39%
Value at Worst Rolling Year
₹1.12 Cr
₹1.07 Cr
Deepest Drawdown
−23.37%
−26.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.02%
9.37%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
—
Number of Stocks
35
14
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%