Portfolio Management Services (PMS)Compare Schemes
Money Life - Mas Prime vs Spark - Core & Satellite
Add SchemeReturn for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.82%
−0.58%
6 Months
25.39%
−7.12%
1 Year
17.69%
0.89%
3 Years
21.57%
8.72%
5 Years
14.87%
12.45%
Since Inception
17.17%
16.65%
Fund Age
6 yrs 10 mo
7 yrs 4 mo
AUM
₹119.43 Cr
₹288.53 Cr
Alpha – 1 Year
18.04%
1.24%
Alpha – 3 Years
12.57%
−0.28%
Information Ratio – 3 Years
0.68
0.00
Volatility – 1 Year
26.38%
16.11%
Volatility – 3 Years
21.61%
15.05%
Beta – 1 Year
0.88
0.96
Beta – 3 Years
0.85
0.98
Sharpe Ratio – 1 Year
0.54
-0.20
Sharpe Ratio – 3 Years
0.77
0.28
Worst Rolling Year
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Value at Worst Rolling Year
—
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Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
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Median Rolling Year
—
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5-Year Rolling Windows Positive
—
—
Market-Cap Mix
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—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
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NTPC Ltd · 5.00%
State Bank of India · 4.50%
SBI Life Insurance Company Ltd · 4.50%
Kotak Mahindra Bank Ltd · 4.00%
EID Parry (India) Ltd · 4.00%
Top Sectors
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Fixed Fee
1.00% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%