Portfolio Management Services (PMS)Compare Schemes
Profusion Multi Strategy PMS vs Tradeswift - Sparkling Gems
Add SchemeGrowth of ₹1 Crore
Profusion Multi Strategy PMS
Tradeswift - Sparkling Gems
Return for the risk
1 yr return
-15%
-10%
-5%
0%
Nifty 500 · -5.5%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
0.32%
−0.05%
6 Months
4.47%
23.02%
1 Year
−9.70%
—
3 Years
—
—
5 Years
—
—
Since Inception
13.40%
13.86%
Fund Age
2 yrs 8 mo
10 mo
AUM
₹11.72 Cr
₹13.6 Cr
Alpha – 1 Year
−4.20%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
9.16%
—
Volatility – 3 Years
—
—
Beta – 1 Year
0.51
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-1.67
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.15%
—
Recovery Period
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%
S 97%
Number of Stocks
—
29
Portfolio P/E
—
26.06
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%
Goldiam International Ltd · 7.05%
Grindwell Norton Ltd · 4.59%
RPG Life Sciences Ltd · 4.39%
Action Construction Equipment Ltd · 4.38%
Enviro Infra Engineers Ltd · 4.35%
Top Sectors
Financial Services · 14.50%
Construction Materials · 7.40%
Automobile and Auto Components · 4.50%
Capital Goods · 20.02%
Consumer Durables · 11.07%
Financial Services · 10.96%
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%