Portfolio Management Services (PMS)Compare Schemes
Mansi share-seven islands PMS vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Mansi share-seven islands PMS
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
29.13%
13.10%
1 Year
20.96%
18.11%
3 Years
17.22%
14.56%
5 Years
—
8.71%
Since Inception
23.59%
13.67%
Fund Age
3 yrs 7 mo
11 yrs 2 mo
AUM
₹147.56 Cr
₹138.06 Cr
Alpha – 1 Year
16.24%
18.46%
Alpha – 3 Years
5.13%
5.57%
Information Ratio – 3 Years
0.33
0.62
Volatility – 1 Year
30.80%
22.83%
Volatility – 3 Years
25.65%
16.72%
Beta – 1 Year
1.54
1.29
Beta – 3 Years
1.41
1.00
Sharpe Ratio – 1 Year
0.58
0.61
Sharpe Ratio – 3 Years
0.54
0.55
Worst Rolling Year
15.38%
-8.44%
Value at Worst Rolling Year
₹1.15 Cr
₹0.92 Cr
Deepest Drawdown
−28.52%
−17.10%
Recovery Period
122 days
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
21.14%
13.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 63% · M 11% · S 17%
L 38% · M 14% · S 45%
Number of Stocks
18
18
Portfolio P/E
—
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%