Portfolio Management Services (PMS)Compare Schemes
Nippon - High Conviction Equity - HCEP vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Nippon - High Conviction Equity - HCEP
Wealth Managers - Focused Leadership Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.27%
4.79%
6 Months
6.66%
13.10%
1 Year
7.95%
18.11%
3 Years
14.01%
14.56%
5 Years
12.40%
8.71%
Since Inception
16.07%
13.67%
Fund Age
12 yrs 5 mo
11 yrs 2 mo
AUM
₹27.98 Cr
₹138.06 Cr
Alpha – 1 Year
3.23%
18.46%
Alpha – 3 Years
1.92%
5.57%
Information Ratio – 3 Years
0.55
0.62
Volatility – 1 Year
16.42%
22.83%
Volatility – 3 Years
14.36%
16.72%
Beta – 1 Year
0.92
1.29
Beta – 3 Years
0.91
1.00
Sharpe Ratio – 1 Year
0.15
0.61
Sharpe Ratio – 3 Years
0.63
0.55
Worst Rolling Year
-4.39%
-8.44%
Value at Worst Rolling Year
₹0.96 Cr
₹0.92 Cr
Deepest Drawdown
−17.36%
−17.10%
Recovery Period
532 days
115 days
1-Year Rolling Windows Positive
97.43%
92.53%
Median Rolling Year
15.67%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 6% · S 37%
L 38% · M 14% · S 45%
Number of Stocks
30
18
Portfolio P/E
29.90
38.70
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%
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 · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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%