Portfolio Management Services (PMS)Compare Schemes
MASK Prime Picks vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
MASK Prime Picks
SMC Global - Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.74%
5.80%
6 Months
3.03%
20.03%
1 Year
3.99%
17.27%
3 Years
8.85%
12.81%
5 Years
8.35%
11.98%
Since Inception
10.50%
14.70%
Fund Age
8 yrs 2 mo
6 yrs 10 mo
AUM
₹274.26 Cr
₹201.68 Cr
Alpha – 1 Year
−0.73%
12.55%
Alpha – 3 Years
−3.23%
0.73%
Information Ratio – 3 Years
-0.72
0.15
Volatility – 1 Year
15.72%
22.73%
Volatility – 3 Years
15.15%
20.11%
Beta – 1 Year
0.89
1.17
Beta – 3 Years
0.94
1.13
Sharpe Ratio – 1 Year
-0.08
0.58
Sharpe Ratio – 3 Years
0.27
0.44
Worst Rolling Year
7.13%
7.98%
Value at Worst Rolling Year
₹1.07 Cr
₹1.08 Cr
Deepest Drawdown
−20.31%
−25.65%
Recovery Period
Not yet recovered
520 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.28%
16.09%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 48% · M 27% · S 18%
L 38% · M 4% · S 49%
Number of Stocks
40
24
Portfolio P/E
30.14
29.51
Top 5 Holdings
ICICI Bank Ltd · 4.71%
Reliance Industries Ltd · 4.51%
Bajaj Finance Ltd · 3.95%
Larsen & Toubro Ltd · 3.84%
HDFC Bank Ltd · 3.83%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
Financial Services · 31.99%
Consumer Durables · 12.01%
Automobile and Auto Components · 8.57%
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
0% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%