Portfolio Management Services (PMS)Compare Schemes
Prosperity - Discovery Fund vs Tradeswift - Sparkling Gems
Add SchemeGrowth of ₹1 Crore
Prosperity - Discovery Fund
Tradeswift - Sparkling Gems
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.17%
−0.05%
6 Months
20.15%
23.02%
1 Year
7.22%
—
3 Years
9.88%
—
5 Years
10.18%
—
Since Inception
17.47%
13.86%
Fund Age
5 yrs 8 mo
10 mo
AUM
₹112.12 Cr
₹13.6 Cr
Alpha – 1 Year
2.50%
—
Alpha – 3 Years
−2.21%
—
Information Ratio – 3 Years
-0.17
—
Volatility – 1 Year
30.34%
—
Volatility – 3 Years
23.32%
—
Beta – 1 Year
1.54
—
Beta – 3 Years
1.29
—
Sharpe Ratio – 1 Year
0.19
—
Sharpe Ratio – 3 Years
0.29
—
Worst Rolling Year
8.52%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−32.53%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
18.20%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 39% · S 59%
S 97%
Number of Stocks
28
29
Portfolio P/E
38.78
26.06
Top 5 Holdings
—
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
—
Capital Goods · 20.02%
Consumer Durables · 11.07%
Financial Services · 10.96%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1.5% / 1%