Portfolio Management Services (PMS)Compare Schemes
Master Trust India Growth Strategy vs SHREE SMART MARKET PLAN
Add SchemeGrowth of ₹1 Crore
Master Trust India Growth Strategy
SHREE SMART MARKET PLAN
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.45%
1.81%
6 Months
16.85%
1.04%
1 Year
9.30%
0.26%
3 Years
14.05%
5.24%
5 Years
14.30%
—
Since Inception
24.29%
8.72%
Fund Age
14 yrs 10 mo
4 yrs 3 mo
AUM
₹372.24 Cr
₹53.49 Cr
Alpha – 1 Year
4.58%
0.69%
Alpha – 3 Years
1.97%
−3.33%
Information Ratio – 3 Years
0.33
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Volatility – 1 Year
21.18%
17.93%
Volatility – 3 Years
20.18%
23.60%
Beta – 1 Year
1.04
1.08
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
0.27
0.06
Sharpe Ratio – 3 Years
0.49
0.67
Worst Rolling Year
-10.46%
—
Value at Worst Rolling Year
₹0.90 Cr
—
Deepest Drawdown
−23.77%
−13.25%
Recovery Period
99 days
92 days
1-Year Rolling Windows Positive
93.61%
—
Median Rolling Year
27.35%
—
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
—
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Top 5 Holdings
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
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Top Sectors
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Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1.5% / 0.5%
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