Portfolio Management Services (PMS)Compare Schemes
Shriram Future GEMS vs Wave - Pure Alpha
Add SchemeGrowth of ₹1 Crore
Shriram Future GEMS
Wave - Pure Alpha
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%
−0.38%
6 Months
1.59%
6.45%
1 Year
25.48%
9.69%
3 Years
—
—
5 Years
—
—
Since Inception
30.29%
13.06%
Fund Age
18 mo
2 yrs 5 mo
AUM
₹0.8 Cr
₹23.84 Cr
Alpha – 1 Year
25.83%
4.97%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.88%
20.03%
Volatility – 3 Years
—
—
Beta – 1 Year
0.86
1.04
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.13
0.29
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.67%
−13.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
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—
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
—
—
Performance Fee / Plan
—
15% of profit
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%