Portfolio Management Services (PMS)Compare Schemes
Shriram Future GEMS vs Valcreate Recovery Strategy
Add SchemeGrowth of ₹1 Crore
Shriram Future GEMS
Valcreate Recovery Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.93%
8.44%
6 Months
1.59%
34.55%
1 Year
25.48%
23.09%
3 Years
—
—
5 Years
—
—
Since Inception
30.29%
20.88%
Fund Age
18 mo
14 mo
AUM
₹0.8 Cr
₹1.34 Cr
Alpha – 1 Year
25.83%
18.37%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.88%
—
Volatility – 3 Years
—
—
Beta – 1 Year
0.86
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.13
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.67%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Bank of Maharashtra · 6.58%
CSB Bank Ltd · 6.35%
ASK Automotive Ltd · 5.98%
State Bank of India · 5.81%
Samvardhana Motherson International Ltd · 5.69%
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Top Sectors
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—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%