Portfolio Management Services (PMS)Compare Schemes
Master Trust India Growth Strategy vs Shriram Future GEMS
Add SchemeGrowth of ₹1 Crore
Master Trust India Growth Strategy
Shriram Future GEMS
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%
2.93%
6 Months
16.85%
1.59%
1 Year
9.30%
25.48%
3 Years
14.05%
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5 Years
14.30%
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Since Inception
24.29%
30.29%
Fund Age
14 yrs 10 mo
18 mo
AUM
₹372.24 Cr
₹0.8 Cr
Alpha – 1 Year
4.58%
25.83%
Alpha – 3 Years
1.97%
—
Information Ratio – 3 Years
0.33
—
Volatility – 1 Year
21.18%
16.88%
Volatility – 3 Years
20.18%
—
Beta – 1 Year
1.04
0.86
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
0.27
1.13
Sharpe Ratio – 3 Years
0.49
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Worst Rolling Year
-10.46%
—
Value at Worst Rolling Year
₹0.90 Cr
—
Deepest Drawdown
−23.77%
−15.67%
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%
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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
Bank of Maharashtra · 6.58%
CSB Bank Ltd · 6.35%
ASK Automotive Ltd · 5.98%
State Bank of India · 5.81%
Samvardhana Motherson International Ltd · 5.69%
Top Sectors
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Fixed Fee
1.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
2% / 1.5% / 0.5%
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