Portfolio Management Services (PMS)Compare Schemes
SHREE SMART MARKET PLAN vs Vallum Multi Activa Strategy
Add SchemeGrowth of ₹1 Crore
SHREE SMART MARKET PLAN
Vallum Multi Activa Strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.81%
1.82%
6 Months
1.04%
3.61%
1 Year
0.26%
28.29%
3 Years
5.24%
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5 Years
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Since Inception
8.72%
23.99%
Fund Age
4 yrs 3 mo
19 mo
AUM
₹53.49 Cr
₹14.97 Cr
Alpha – 1 Year
0.69%
20.75%
Alpha – 3 Years
−3.33%
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Information Ratio – 3 Years
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Volatility – 1 Year
17.93%
13.84%
Volatility – 3 Years
23.60%
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Beta – 1 Year
1.08
0.77
Beta – 3 Years
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Sharpe Ratio – 1 Year
0.06
1.50
Sharpe Ratio – 3 Years
0.67
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Worst Rolling Year
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Value at Worst Rolling Year
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Deepest Drawdown
−13.25%
−7.02%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
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Median Rolling Year
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5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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Top Sectors
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Fixed Fee
1.00% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
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