Portfolio Management Services (PMS)Compare Schemes
Master Trust India Growth Strategy vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
Master Trust India Growth Strategy
TRADESWIFT BROKING-MULTI ASSET
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%
0.77%
6 Months
16.85%
11.30%
1 Year
9.30%
5.88%
3 Years
14.05%
—
5 Years
14.30%
—
Since Inception
24.29%
10.85%
Fund Age
14 yrs 10 mo
2 yrs 5 mo
AUM
₹372.24 Cr
₹45.96 Cr
Alpha – 1 Year
4.58%
−0.98%
Alpha – 3 Years
1.97%
—
Information Ratio – 3 Years
0.33
—
Volatility – 1 Year
21.18%
21.88%
Volatility – 3 Years
20.18%
—
Beta – 1 Year
1.04
2.00
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
0.27
0.12
Sharpe Ratio – 3 Years
0.49
—
Worst Rolling Year
-10.46%
—
Value at Worst Rolling Year
₹0.90 Cr
—
Deepest Drawdown
−23.77%
−19.87%
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
—
L 12% · M 4% · S 66%
Number of Stocks
—
39
Portfolio P/E
—
23.43
Top 5 Holdings
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
—
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
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%
2% / 1.5% / 1%