Portfolio Management Services (PMS)Compare Schemes
Omni Victors vs Valcreate Growing India
Add SchemeGrowth of ₹1 Crore
Omni Victors
Valcreate Growing India
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.56%
3.18%
6 Months
2.76%
5.18%
1 Year
—
3.95%
3 Years
—
9.49%
5 Years
—
—
Since Inception
−5.52%
13.85%
Fund Age
8 mo
3 yrs 6 mo
AUM
₹2.09 Cr
₹16.52 Cr
Alpha – 1 Year
—
−0.77%
Alpha – 3 Years
—
−2.60%
Information Ratio – 3 Years
—
0.20
Volatility – 1 Year
—
25.52%
Volatility – 3 Years
—
21.32%
Beta – 1 Year
—
1.24
Beta – 3 Years
—
1.16
Sharpe Ratio – 1 Year
—
0.06
Sharpe Ratio – 3 Years
—
0.41
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 10% · M 14% · S 76%
—
Number of Stocks
39
—
Portfolio P/E
11.89
—
Top 5 Holdings
GIC Housing Finance Ltd · 2.38%
Sanghvi Movers Ltd · 2.38%
Ahluwalia Contracts (India) Ltd · 2.38%
PSP Projects Ltd · 2.38%
Redington Ltd · 2.38%
Punjab National Bank · 6.72%
Sharda Cropchem Ltd · 6.30%
Swaraj Engines Ltd · 6.12%
Bank of Baroda · 5.94%
Can Fin Homes Ltd · 5.87%
Top Sectors
Financial Services · 38.10%
Construction · 23.81%
Services · 16.66%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%