Portfolio Management Services (PMS)Compare Schemes
Scient - Aries vs Vallum India Discovery
Add SchemeGrowth of ₹1 Crore
Scient - Aries
Vallum India Discovery
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
Nifty 500 · 9.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.96%
8.27%
6 Months
−5.85%
25.28%
1 Year
1.08%
14.17%
3 Years
1.92%
11.84%
5 Years
1.54%
13.19%
Since Inception
4.73%
20.72%
Fund Age
9 yrs 11 mo
5 yrs 11 mo
AUM
₹4.85 Cr
₹1,246.45 Cr
Alpha – 1 Year
−8.50%
9.45%
Alpha – 3 Years
−7.97%
−0.25%
Information Ratio – 3 Years
—
0.04
Volatility – 1 Year
9.90%
23.38%
Volatility – 3 Years
26.17%
20.74%
Beta – 1 Year
—
1.12
Beta – 3 Years
—
1.17
Sharpe Ratio – 1 Year
-0.53
0.45
Sharpe Ratio – 3 Years
0.01
0.42
Worst Rolling Year
2.80%
8.63%
Value at Worst Rolling Year
₹1.03 Cr
₹1.09 Cr
Deepest Drawdown
−28.72%
−32.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.18%
19.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
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Number of Stocks
—
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Portfolio P/E
—
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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
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—
Fixed Fee
1.50% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0.5% / 0%