Portfolio Management Services (PMS)Compare Schemes
Profusion Multi Strategy PMS vs Valcreate Lifesciences and Specialty Opportunities
Add SchemeGrowth of ₹1 Crore
Profusion Multi Strategy PMS
Valcreate Lifesciences and Specialty Opportunities
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.32%
6.35%
6 Months
4.47%
17.95%
1 Year
−9.70%
21.71%
3 Years
—
19.34%
5 Years
—
—
Since Inception
13.40%
19.34%
Fund Age
2 yrs 8 mo
3 yrs 6 mo
AUM
₹11.72 Cr
₹18.73 Cr
Alpha – 1 Year
−4.20%
16.99%
Alpha – 3 Years
—
7.25%
Information Ratio – 3 Years
—
0.85
Volatility – 1 Year
9.16%
22.22%
Volatility – 3 Years
—
20.72%
Beta – 1 Year
0.51
0.87
Beta – 3 Years
—
0.89
Sharpe Ratio – 1 Year
-1.67
0.75
Sharpe Ratio – 3 Years
—
0.85
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%
—
Number of Stocks
—
—
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%
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
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%
0% / 0% / 0%