Portfolio Management Services (PMS)Compare Schemes
Scient - Aries vs Shepherds Hill - Value Magno
Add SchemeGrowth of ₹1 Crore
Scient - Aries
Shepherds Hill - Value Magno
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 9.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.96%
0.15%
6 Months
−5.85%
5.44%
1 Year
1.08%
6.80%
3 Years
1.92%
17.32%
5 Years
1.54%
18.10%
Since Inception
4.73%
16.54%
Fund Age
9 yrs 11 mo
11 yrs 1 mo
AUM
₹4.85 Cr
₹120.51 Cr
Alpha – 1 Year
−8.50%
3.04%
Alpha – 3 Years
−7.97%
6.42%
Information Ratio – 3 Years
—
0.53
Volatility – 1 Year
9.90%
13.99%
Volatility – 3 Years
26.17%
15.09%
Beta – 1 Year
—
0.76
Beta – 3 Years
—
0.68
Sharpe Ratio – 1 Year
-0.53
0.16
Sharpe Ratio – 3 Years
0.01
0.86
Worst Rolling Year
2.80%
-18.71%
Value at Worst Rolling Year
₹1.03 Cr
₹0.81 Cr
Deepest Drawdown
−28.72%
−12.53%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
100.00%
77.50%
Median Rolling Year
12.18%
19.23%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
L 15% · M 5% · S 66%
Number of Stocks
—
16
Portfolio P/E
—
—
Top 5 Holdings
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
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Top Sectors
—
—
Fixed Fee
1.50% / yr
—
Performance Fee / Plan
Fixed Plan
22% of profit, above 6%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%