Portfolio Management Services (PMS)Compare Schemes
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Wave-Bloom
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.95%
−0.67%
6 Months
11.98%
−7.55%
1 Year
18.12%
0.34%
3 Years
18.24%
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5 Years
—
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Since Inception
20.21%
12.70%
Fund Age
4 yrs 8 mo
2 yrs 3 mo
AUM
₹424.87 Cr
₹7.52 Cr
Alpha – 1 Year
13.40%
−2.64%
Alpha – 3 Years
6.15%
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Information Ratio – 3 Years
0.85
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Volatility – 1 Year
22.44%
8.98%
Volatility – 3 Years
19.69%
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Beta – 1 Year
1.22
0.39
Beta – 3 Years
1.10
—
Sharpe Ratio – 1 Year
0.61
-0.50
Sharpe Ratio – 3 Years
0.80
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Worst Rolling Year
18.24%
—
Value at Worst Rolling Year
₹1.18 Cr
—
Deepest Drawdown
−25.57%
−10.25%
Recovery Period
337 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
24.33%
—
5-Year Rolling Windows Positive
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Market-Cap Mix
M 1% · S 89%
L 71% · M 18% · S 10%
Number of Stocks
30
10
Portfolio P/E
23.45
15.00
Top 5 Holdings
Cash & Cash Equivalent · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
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Fixed Fee
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
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