Portfolio Management Services (PMS)Compare Schemes
Scient - Aries vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Scient - Aries
Wealth Managers - Focused Leadership Portfolio
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 9.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.96%
4.79%
6 Months
−5.85%
13.10%
1 Year
1.08%
18.11%
3 Years
1.92%
14.56%
5 Years
1.54%
8.71%
Since Inception
4.73%
13.67%
Fund Age
9 yrs 11 mo
11 yrs 2 mo
AUM
₹4.85 Cr
₹138.06 Cr
Alpha – 1 Year
−8.50%
18.46%
Alpha – 3 Years
−7.97%
5.57%
Information Ratio – 3 Years
—
0.62
Volatility – 1 Year
9.90%
22.83%
Volatility – 3 Years
26.17%
16.72%
Beta – 1 Year
—
1.29
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
-0.53
0.61
Sharpe Ratio – 3 Years
0.01
0.55
Worst Rolling Year
2.80%
-8.44%
Value at Worst Rolling Year
₹1.03 Cr
₹0.92 Cr
Deepest Drawdown
−28.72%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
12.18%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 38% · M 14% · S 45%
Number of Stocks
—
18
Portfolio P/E
—
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
—
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%