Portfolio Management Services (PMS)Compare Schemes
Profusion Multi Strategy PMS vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
Profusion Multi Strategy PMS
TRADESWIFT BROKING-MULTI ASSET
Return for the risk
1 yr return
-15%
-10%
-5%
0%
5%
10%
Nifty 500 · -5.5%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.32%
0.77%
6 Months
4.47%
11.30%
1 Year
−9.70%
5.88%
3 Years
—
—
5 Years
—
—
Since Inception
13.40%
10.85%
Fund Age
2 yrs 8 mo
2 yrs 5 mo
AUM
₹11.72 Cr
₹45.96 Cr
Alpha – 1 Year
−4.20%
−0.98%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
9.16%
21.88%
Volatility – 3 Years
—
—
Beta – 1 Year
0.51
2.00
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-1.67
0.12
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.15%
−19.87%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 17% · M 21% · S 9%
L 12% · M 4% · S 66%
Number of Stocks
—
39
Portfolio P/E
—
23.43
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%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
Financial Services · 14.50%
Construction Materials · 7.40%
Automobile and Auto Components · 4.50%
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1.5% / 1%