Portfolio Management Services (PMS)Compare Schemes
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Xylem Maverick Strategy
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%
9.42%
6 Months
11.98%
52.78%
1 Year
18.12%
27.27%
3 Years
18.24%
—
5 Years
—
—
Since Inception
20.21%
23.72%
Fund Age
4 yrs 8 mo
19 mo
AUM
₹424.87 Cr
₹71.55 Cr
Alpha – 1 Year
13.40%
22.55%
Alpha – 3 Years
6.15%
—
Information Ratio – 3 Years
0.85
—
Volatility – 1 Year
22.44%
31.93%
Volatility – 3 Years
19.69%
—
Beta – 1 Year
1.22
1.29
Beta – 3 Years
1.10
—
Sharpe Ratio – 1 Year
0.61
0.74
Sharpe Ratio – 3 Years
0.80
—
Worst Rolling Year
18.24%
—
Value at Worst Rolling Year
₹1.18 Cr
—
Deepest Drawdown
−25.57%
−27.01%
Recovery Period
337 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
24.33%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 1% · S 89%
S 96%
Number of Stocks
30
19
Portfolio P/E
23.45
39.65
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%
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%