Portfolio Management Services (PMS)Compare Schemes
SHREE SMART MARKET PLAN vs Wave - Pure Alpha
Add SchemeGrowth of ₹1 Crore
SHREE SMART MARKET PLAN
Wave - Pure Alpha
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%
−0.38%
6 Months
1.04%
6.45%
1 Year
0.26%
9.69%
3 Years
5.24%
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5 Years
—
—
Since Inception
8.72%
13.06%
Fund Age
4 yrs 3 mo
2 yrs 5 mo
AUM
₹53.49 Cr
₹23.84 Cr
Alpha – 1 Year
0.69%
4.97%
Alpha – 3 Years
−3.33%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.93%
20.03%
Volatility – 3 Years
23.60%
—
Beta – 1 Year
1.08
1.04
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.06
0.29
Sharpe Ratio – 3 Years
0.67
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Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.25%
−13.77%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
Fixed Plan
15% of profit
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%