Portfolio Management Services (PMS)Compare Schemes
Master Trust India Growth Strategy vs Qode Tactical Fund
Add SchemeGrowth of ₹1 Crore
Master Trust India Growth Strategy
Qode Tactical 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
5.45%
1.73%
6 Months
16.85%
5.25%
1 Year
9.30%
18.83%
3 Years
14.05%
—
5 Years
14.30%
—
Since Inception
24.29%
14.12%
Fund Age
14 yrs 10 mo
1 yr 9 mo
AUM
₹372.24 Cr
₹44.15 Cr
Alpha – 1 Year
4.58%
14.11%
Alpha – 3 Years
1.97%
—
Information Ratio – 3 Years
0.33
—
Volatility – 1 Year
21.18%
9.92%
Volatility – 3 Years
20.18%
—
Beta – 1 Year
1.04
0.25
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
0.27
1.27
Sharpe Ratio – 3 Years
0.49
—
Worst Rolling Year
-10.46%
—
Value at Worst Rolling Year
₹0.90 Cr
—
Deepest Drawdown
−23.77%
−6.12%
Recovery Period
99 days
Not yet recovered
1-Year Rolling Windows Positive
93.61%
—
Median Rolling Year
27.35%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
—
Top Sectors
—
—
Fixed Fee
1.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 1.5% / 0.5%
0% / 0% / 0%