Compare Schemes

ProfitGate Classic Compounders Equity Strategy vs Vallum Multi Activa Strategy

ProfitGate Classic Compounders Equity Strategy

Vallum Multi Activa Strategy

Add Scheme

Growth of ₹1 Crore

ProfitGate Classic Compounders Equity Strategy

Vallum Multi Activa Strategy

Return for the risk

1 yr return

10%

15%

20%

25%

30%

35%

Nifty 500 · 4.7%

ProfitGate Classic Compounders Equity Strategy

10.8% • vol 21.9%

Vallum Multi Activa Strategy

28.3% • vol 13.8%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

6.18%

1.82%

6 Months

11.87%

3.61%

1 Year

10.80%

28.29%

3 Years

—

5 Years

—

Since Inception

15.20%

23.99%

Fund Age

3 yrs

19 mo

AUM

₹683.44 Cr

₹14.97 Cr

Alpha – 1 Year

6.08%

20.75%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

21.88%

13.84%

Volatility – 3 Years

—

Beta – 1 Year

1.09

0.77

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.33

1.50

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−7.02%

Recovery Period

—

Not yet recovered

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

—

Top Sectors

—

Fixed Fee

2.50% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

—

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.