Portfolio Management Services (PMS)Compare Schemes
Nippon - Indian Economic Transformation - ETP vs Scient - Aries
Add SchemeGrowth of ₹1 Crore
Nippon - Indian Economic Transformation - ETP
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
3.08%
−0.96%
6 Months
9.19%
−5.85%
1 Year
9.02%
1.08%
3 Years
14.71%
1.92%
5 Years
10.31%
1.54%
Since Inception
14.95%
4.73%
Fund Age
7 yrs 10 mo
9 yrs 11 mo
AUM
₹42.73 Cr
₹4.85 Cr
Alpha – 1 Year
4.30%
−8.50%
Alpha – 3 Years
2.62%
−7.97%
Information Ratio – 3 Years
0.63
—
Volatility – 1 Year
17.52%
9.90%
Volatility – 3 Years
14.89%
26.17%
Beta – 1 Year
0.97
—
Beta – 3 Years
0.92
—
Sharpe Ratio – 1 Year
0.26
-0.53
Sharpe Ratio – 3 Years
0.66
0.01
Worst Rolling Year
8.19%
2.80%
Value at Worst Rolling Year
₹1.08 Cr
₹1.03 Cr
Deepest Drawdown
−18.24%
−28.72%
Recovery Period
238 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.27%
12.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 18% · M 16% · S 37%
—
Number of Stocks
30
—
Portfolio P/E
31.64
—
Top 5 Holdings
Other Equity · 20.96%
Cash & Cash Equivalent · 7.28%
Aster DM Quality Care Ltd · 3.76%
Neuland Laboratories Ltd · 3.55%
Delhivery Ltd · 3.54%
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 · 34.33%
Healthcare · 12.55%
Capital Goods · 4.50%
—
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%