Portfolio Management Services (PMS)Compare Schemes
Nippon - Emerging India - EIP vs Profusion Multi Strategy PMS
Add SchemeGrowth of ₹1 Crore
Nippon - Emerging India - EIP
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
2.63%
0.32%
6 Months
13.11%
4.47%
1 Year
15.44%
−9.70%
3 Years
15.82%
—
5 Years
15.29%
—
Since Inception
15.37%
13.40%
Fund Age
9 yrs 4 mo
2 yrs 8 mo
AUM
₹32.48 Cr
₹11.72 Cr
Alpha – 1 Year
10.72%
−4.20%
Alpha – 3 Years
3.73%
—
Information Ratio – 3 Years
0.69
—
Volatility – 1 Year
17.99%
9.16%
Volatility – 3 Years
17.45%
—
Beta – 1 Year
0.99
0.51
Beta – 3 Years
1.02
—
Sharpe Ratio – 1 Year
0.59
-1.67
Sharpe Ratio – 3 Years
0.71
—
Worst Rolling Year
-6.27%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−21.15%
−14.15%
Recovery Period
474 days
Not yet recovered
1-Year Rolling Windows Positive
92.43%
—
Median Rolling Year
21.04%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 8% · M 22% · S 44%
L 17% · M 21% · S 9%
Number of Stocks
30
—
Portfolio P/E
30.67
—
Top 5 Holdings
Other Equity · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
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
Financial Services · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
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)
2% / 0% / 0%
0% / 0% / 0%