Portfolio Management Services (PMS)Compare Schemes
Master Trust India Growth Strategy vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
Master Trust India Growth Strategy
Xylem Maverick Strategy
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%
9.42%
6 Months
16.85%
52.78%
1 Year
9.30%
27.27%
3 Years
14.05%
—
5 Years
14.30%
—
Since Inception
24.29%
23.72%
Fund Age
14 yrs 10 mo
19 mo
AUM
₹372.24 Cr
₹71.55 Cr
Alpha – 1 Year
4.58%
22.55%
Alpha – 3 Years
1.97%
—
Information Ratio – 3 Years
0.33
—
Volatility – 1 Year
21.18%
31.93%
Volatility – 3 Years
20.18%
—
Beta – 1 Year
1.04
1.29
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
0.27
0.74
Sharpe Ratio – 3 Years
0.49
—
Worst Rolling Year
-10.46%
—
Value at Worst Rolling Year
₹0.90 Cr
—
Deepest Drawdown
−23.77%
−27.01%
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
—
S 96%
Number of Stocks
—
19
Portfolio P/E
—
39.65
Top 5 Holdings
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
—
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1.5% / 0.5%
0% / 0% / 0%