Portfolio Management Services (PMS)Compare Schemes
Shree dynamic plan vs Tradeswift - Sparkling Gems
Add SchemeGrowth of ₹1 Crore
Shree dynamic plan
Tradeswift - Sparkling Gems
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 10.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.81%
−0.05%
6 Months
1.04%
23.02%
1 Year
0.26%
—
3 Years
5.24%
—
5 Years
—
—
Since Inception
8.72%
13.86%
Fund Age
3 yrs 3 mo
10 mo
AUM
₹10.49 Cr
₹13.6 Cr
Alpha – 1 Year
−5.71%
—
Alpha – 3 Years
−5.66%
—
Information Ratio – 3 Years
-0.42
—
Volatility – 1 Year
12.03%
—
Volatility – 3 Years
9.92%
—
Beta – 1 Year
1.11
—
Beta – 3 Years
1.06
—
Sharpe Ratio – 1 Year
-0.37
—
Sharpe Ratio – 3 Years
0.02
—
Worst Rolling Year
4.93%
—
Value at Worst Rolling Year
₹1.05 Cr
—
Deepest Drawdown
−12.18%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
6.41%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
S 97%
Number of Stocks
—
29
Portfolio P/E
—
26.06
Top 5 Holdings
—
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
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1.5% / 1%