Portfolio Management Services (PMS)Compare Schemes
SBI AEON ALPHA PMS vs Tradeswift - Sparkling Gems
Add SchemeGrowth of ₹1 Crore
SBI AEON ALPHA PMS
Tradeswift - Sparkling Gems
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.41%
−0.05%
6 Months
20.81%
23.02%
1 Year
15.63%
—
3 Years
13.76%
—
5 Years
—
—
Since Inception
14.77%
13.86%
Fund Age
4 yrs 6 mo
10 mo
AUM
₹751.68 Cr
₹13.6 Cr
Alpha – 1 Year
16.06%
—
Alpha – 3 Years
5.19%
—
Information Ratio – 3 Years
0.25
—
Volatility – 1 Year
18.90%
—
Volatility – 3 Years
16.75%
—
Beta – 1 Year
0.89
—
Beta – 3 Years
0.79
—
Sharpe Ratio – 1 Year
0.57
—
Sharpe Ratio – 3 Years
0.53
—
Worst Rolling Year
13.60%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−21.60%
—
Recovery Period
476 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.94%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 16% · M 11% · S 70%
S 97%
Number of Stocks
—
29
Portfolio P/E
—
26.06
Top 5 Holdings
Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
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
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1.5% / 1%