Portfolio Management Services (PMS)Compare Schemes
Nippon - High Conviction Equity - HCEP vs Scient - Aries
Add SchemeGrowth of ₹1 Crore
Nippon - High Conviction Equity - HCEP
Scient - Aries
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.27%
−0.96%
6 Months
6.66%
−5.85%
1 Year
7.95%
1.08%
3 Years
14.01%
1.92%
5 Years
12.40%
1.54%
Since Inception
16.07%
4.73%
Fund Age
12 yrs 5 mo
9 yrs 11 mo
AUM
₹27.98 Cr
₹4.85 Cr
Alpha – 1 Year
3.23%
−8.50%
Alpha – 3 Years
1.92%
−7.97%
Information Ratio – 3 Years
0.55
—
Volatility – 1 Year
16.42%
9.90%
Volatility – 3 Years
14.36%
26.17%
Beta – 1 Year
0.92
—
Beta – 3 Years
0.91
—
Sharpe Ratio – 1 Year
0.15
-0.53
Sharpe Ratio – 3 Years
0.63
0.01
Worst Rolling Year
-4.39%
2.80%
Value at Worst Rolling Year
₹0.96 Cr
₹1.03 Cr
Deepest Drawdown
−17.36%
−28.72%
Recovery Period
532 days
Not yet recovered
1-Year Rolling Windows Positive
97.43%
100.00%
Median Rolling Year
15.67%
12.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 6% · S 37%
—
Number of Stocks
30
—
Portfolio P/E
29.90
—
Top 5 Holdings
Other Equity · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
Top Sectors
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%