Portfolio Management Services (PMS)Compare Schemes
Mansi share-seven islands PMS vs Money Life - Mas Growth
Add SchemeGrowth of ₹1 Crore
Mansi share-seven islands PMS
Money Life - Mas Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.10%
2.70%
6 Months
29.13%
18.50%
1 Year
20.96%
9.19%
3 Years
17.22%
14.83%
5 Years
—
14.00%
Since Inception
23.59%
21.97%
Fund Age
3 yrs 7 mo
6 yrs 10 mo
AUM
₹147.56 Cr
₹147.62 Cr
Alpha – 1 Year
16.24%
9.54%
Alpha – 3 Years
5.13%
5.83%
Information Ratio – 3 Years
0.33
0.34
Volatility – 1 Year
30.80%
19.11%
Volatility – 3 Years
25.65%
21.05%
Beta – 1 Year
1.54
0.83
Beta – 3 Years
1.41
0.91
Sharpe Ratio – 1 Year
0.58
0.27
Sharpe Ratio – 3 Years
0.54
0.51
Worst Rolling Year
15.38%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
−28.52%
—
Recovery Period
122 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.14%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 63% · M 11% · S 17%
—
Number of Stocks
18
—
Portfolio P/E
—
—
Top 5 Holdings
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
—
Top Sectors
Financial Services · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%