Portfolio Management Services (PMS)Compare Schemes
Omni Captains vs Tradeswift - Sparkling Gems
Add SchemeGrowth of ₹1 Crore
Omni Captains
Tradeswift - Sparkling Gems
1 Month
−1.52%
−0.05%
6 Months
1.67%
23.02%
1 Year
—
—
3 Years
—
—
5 Years
—
—
Since Inception
2.75%
13.86%
Fund Age
8 mo
10 mo
AUM
₹0.5 Cr
₹13.6 Cr
Alpha – 1 Year
—
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
—
Volatility – 3 Years
—
—
Beta – 1 Year
—
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
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Recovery Period
—
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1-Year Rolling Windows Positive
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—
Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 53% · M 28% · S 20%
S 97%
Number of Stocks
27
29
Portfolio P/E
8.80
26.06
Top 5 Holdings
HDFC Bank Ltd · 5.50%
Rites Ltd · 3.94%
Bank of Baroda · 3.94%
PNB Housing Finance Ltd · 3.94%
NLC India Ltd · 3.94%
Goldiam International Ltd · 7.05%
Grindwell Norton Ltd · 4.59%
RPG Life Sciences Ltd · 4.39%
Action Construction Equipment Ltd · 4.38%
Enviro Infra Engineers Ltd · 4.35%
Top Sectors
Financial Services · 76.38%
Capital Goods · 7.88%
Construction · 7.88%
Capital Goods · 20.02%
Consumer Durables · 11.07%
Financial Services · 10.96%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1.5% / 1%