Portfolio Management Services (PMS)Compare Schemes
NAFA - Emerging Bluechip vs Profusion Multi Strategy PMS
Add SchemeGrowth of ₹1 Crore
NAFA - Emerging Bluechip
Profusion Multi Strategy PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.39%
0.32%
6 Months
5.71%
4.47%
1 Year
−0.97%
−9.70%
3 Years
8.86%
—
5 Years
14.20%
—
Since Inception
14.76%
13.40%
Fund Age
10 yrs 5 mo
2 yrs 8 mo
AUM
₹447.76 Cr
₹11.72 Cr
Alpha – 1 Year
−2.83%
−4.20%
Alpha – 3 Years
−3.22%
—
Information Ratio – 3 Years
0.04
—
Volatility – 1 Year
24.79%
9.16%
Volatility – 3 Years
21.25%
—
Beta – 1 Year
1.35
0.51
Beta – 3 Years
1.20
—
Sharpe Ratio – 1 Year
-0.14
-1.67
Sharpe Ratio – 3 Years
0.31
—
Worst Rolling Year
-13.00%
—
Value at Worst Rolling Year
₹0.87 Cr
—
Deepest Drawdown
−26.06%
−14.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
84.68%
—
Median Rolling Year
19.56%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 2% · M 12% · S 84%
L 17% · M 21% · S 9%
Number of Stocks
32
—
Portfolio P/E
33.69
—
Top 5 Holdings
Amagi Media Labs Ltd · 10.68%
Greenpanel Industries Ltd · 7.11%
CARE Ratings Ltd · 6.25%
Sona BLW Precision Forgings Ltd · 4.73%
KRBL Ltd · 4.06%
Grasim Industries Ltd · 5.70%
Karnataka Bank Ltd · 4.60%
Mahindra & Mahindra Ltd · 4.50%
Piramal Enterprises Limited · 3.80%
Karur Vysya Bank Ltd · 3.80%
Top Sectors
Information Technology · 17.58%
Financial Services · 15.44%
Consumer Durables · 15.24%
Financial Services · 14.50%
Construction Materials · 7.40%
Automobile and Auto Components · 4.50%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%