Portfolio Management Services (PMS)Compare Schemes
Nippon - Emerging India - EIP vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Nippon - Emerging India - EIP
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
13.11%
13.10%
1 Year
15.44%
18.11%
3 Years
15.82%
14.56%
5 Years
15.29%
8.71%
Since Inception
15.37%
13.67%
Fund Age
9 yrs 4 mo
11 yrs 2 mo
AUM
₹32.48 Cr
₹138.06 Cr
Alpha – 1 Year
10.72%
18.46%
Alpha – 3 Years
3.73%
5.57%
Information Ratio – 3 Years
0.69
0.62
Volatility – 1 Year
17.99%
22.83%
Volatility – 3 Years
17.45%
16.72%
Beta – 1 Year
0.99
1.29
Beta – 3 Years
1.02
1.00
Sharpe Ratio – 1 Year
0.59
0.61
Sharpe Ratio – 3 Years
0.71
0.55
Worst Rolling Year
-6.27%
-8.44%
Value at Worst Rolling Year
₹0.94 Cr
₹0.92 Cr
Deepest Drawdown
−21.15%
−17.10%
Recovery Period
474 days
115 days
1-Year Rolling Windows Positive
92.43%
92.53%
Median Rolling Year
21.04%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 22% · S 44%
L 38% · M 14% · S 45%
Number of Stocks
30
18
Portfolio P/E
30.67
38.70
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%
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 · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%