Portfolio Management Services (PMS)Compare Schemes
NBC - Seeking Alpha vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
NBC - Seeking Alpha
Wealth Managers - Focused Leadership Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 6.7%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.51%
4.79%
6 Months
12.65%
13.10%
1 Year
22.80%
18.11%
3 Years
18.05%
14.56%
5 Years
41.98%
8.71%
Since Inception
7.54%
13.67%
Fund Age
9 yrs 2 mo
11 yrs 2 mo
AUM
₹9.17 Cr
₹138.06 Cr
Alpha – 1 Year
24.84%
18.46%
Alpha – 3 Years
11.40%
5.57%
Information Ratio – 3 Years
—
0.62
Volatility – 1 Year
21.50%
22.83%
Volatility – 3 Years
17.94%
16.72%
Beta – 1 Year
—
1.29
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.82
0.61
Sharpe Ratio – 3 Years
0.76
0.55
Worst Rolling Year
-34.33%
-8.44%
Value at Worst Rolling Year
₹0.66 Cr
₹0.92 Cr
Deepest Drawdown
−18.33%
−17.10%
Recovery Period
81 days
115 days
1-Year Rolling Windows Positive
68.37%
92.53%
Median Rolling Year
26.92%
13.06%
5-Year Rolling Windows Positive
74.51%
100.00%
Market-Cap Mix
L 13% · M 14% · S 73%
L 38% · M 14% · S 45%
Number of Stocks
18
18
Portfolio P/E
18.68
38.70
Top 5 Holdings
Equitas Small Finance Bank Ltd · 12.67%
GHCL Textiles Ltd · 11.57%
Polyplex Corporation Ltd · 9.20%
Kotak Mahindra Bank Ltd · 8.35%
CCL Products (India) Ltd · 7.75%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 26.11%
Capital Goods · 18.60%
Healthcare · 11.81%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
15% of profit
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%