Portfolio Management Services (PMS)Compare Schemes
Profusion Multi Strategy PMS vs THINQWISE INDIA LONG TERM FUND
Add SchemeGrowth of ₹1 Crore
Profusion Multi Strategy PMS
THINQWISE INDIA LONG TERM FUND
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.32%
−0.86%
6 Months
4.47%
8.56%
1 Year
−9.70%
5.56%
3 Years
—
8.84%
5 Years
—
—
Since Inception
13.40%
10.12%
Fund Age
2 yrs 8 mo
3 yrs 2 mo
AUM
₹11.72 Cr
₹45.94 Cr
Alpha – 1 Year
−4.20%
5.91%
Alpha – 3 Years
—
−0.16%
Information Ratio – 3 Years
—
0.15
Volatility – 1 Year
9.16%
23.84%
Volatility – 3 Years
—
20.02%
Beta – 1 Year
0.51
1.25
Beta – 3 Years
—
1.03
Sharpe Ratio – 1 Year
-1.67
0.12
Sharpe Ratio – 3 Years
—
0.26
Worst Rolling Year
—
7.39%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−14.15%
−26.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.37%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 17% · M 21% · S 9%
—
Number of Stocks
—
14
Portfolio P/E
—
—
Top 5 Holdings
Grasim Industries Ltd · 5.70%
Karnataka Bank Ltd · 4.60%
Mahindra & Mahindra Ltd · 4.50%
Piramal Enterprises Limited · 3.80%
Karur Vysya Bank Ltd · 3.80%
—
Top Sectors
Financial Services · 14.50%
Construction Materials · 7.40%
Automobile and Auto Components · 4.50%
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%