Portfolio Management Services (PMS)Compare Schemes
ProfitGate Classic Compounders Equity Strategy vs Valcreate Lifesciences and Specialty Opportunities
ProfitGate Classic Compounders Equity Strategy
Valcreate Lifesciences and Specialty Opportunities
Add SchemeReturn for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.18%
6.35%
6 Months
11.87%
17.95%
1 Year
10.80%
21.71%
3 Years
—
19.34%
5 Years
—
—
Since Inception
15.20%
19.34%
Fund Age
3 yrs
3 yrs 6 mo
AUM
₹683.44 Cr
₹18.73 Cr
Alpha – 1 Year
6.08%
16.99%
Alpha – 3 Years
—
7.25%
Information Ratio – 3 Years
—
0.85
Volatility – 1 Year
21.88%
22.22%
Volatility – 3 Years
—
20.72%
Beta – 1 Year
1.09
0.87
Beta – 3 Years
—
0.89
Sharpe Ratio – 1 Year
0.33
0.75
Sharpe Ratio – 3 Years
—
0.85
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
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Sharda Cropchem Ltd · 11.13%
Kwality Pharmaceuticals Ltd · 5.72%
Sumitomo Chemical India Ltd · 5.72%
Vinati Organics Ltd · 5.51%
Rallis India Ltd · 5.34%
Top Sectors
—
—
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%