Portfolio Management Services (PMS)Compare Schemes
SBI AEON ALPHA PMS vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
SBI AEON ALPHA PMS
Wave-Bloom
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%
−0.67%
6 Months
20.81%
−7.55%
1 Year
15.63%
0.34%
3 Years
13.76%
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5 Years
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Since Inception
14.77%
12.70%
Fund Age
4 yrs 6 mo
2 yrs 3 mo
AUM
₹751.68 Cr
₹7.52 Cr
Alpha – 1 Year
16.06%
−2.64%
Alpha – 3 Years
5.19%
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Information Ratio – 3 Years
0.25
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Volatility – 1 Year
18.90%
8.98%
Volatility – 3 Years
16.75%
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Beta – 1 Year
0.89
0.39
Beta – 3 Years
0.79
—
Sharpe Ratio – 1 Year
0.57
-0.50
Sharpe Ratio – 3 Years
0.53
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Worst Rolling Year
13.60%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−21.60%
−10.25%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.94%
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 16% · M 11% · S 70%
L 71% · M 18% · S 10%
Number of Stocks
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10
Portfolio P/E
—
15.00
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%
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
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Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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