Portfolio Management Services (PMS)Compare Schemes
Master Trust India Growth Strategy vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
Master Trust India Growth Strategy
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
5.45%
5.80%
6 Months
16.85%
20.03%
1 Year
9.30%
17.27%
3 Years
14.05%
12.81%
5 Years
14.30%
11.98%
Since Inception
24.29%
14.70%
Fund Age
14 yrs 10 mo
6 yrs 10 mo
AUM
₹372.24 Cr
₹201.68 Cr
Alpha – 1 Year
4.58%
12.55%
Alpha – 3 Years
1.97%
0.73%
Information Ratio – 3 Years
0.33
0.15
Volatility – 1 Year
21.18%
22.73%
Volatility – 3 Years
20.18%
20.11%
Beta – 1 Year
1.04
1.17
Beta – 3 Years
1.12
1.13
Sharpe Ratio – 1 Year
0.27
0.58
Sharpe Ratio – 3 Years
0.49
0.44
Worst Rolling Year
-10.46%
7.98%
Value at Worst Rolling Year
₹0.90 Cr
₹1.08 Cr
Deepest Drawdown
−23.77%
−25.65%
Recovery Period
99 days
520 days
1-Year Rolling Windows Positive
93.61%
100.00%
Median Rolling Year
27.35%
16.09%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 38% · M 4% · S 49%
Number of Stocks
—
24
Portfolio P/E
—
29.51
Top 5 Holdings
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
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 · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1.5% / 0.5%
3% / 2% / 1%