Portfolio Management Services (PMS)Compare Schemes
SMC Global - Growth vs Vansh Equity Multi Cap Approach
Add SchemeGrowth of ₹1 Crore
SMC Global - Growth
Vansh Equity Multi Cap Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.80%
−0.14%
6 Months
20.03%
6.34%
1 Year
17.27%
—
3 Years
12.81%
—
5 Years
11.98%
—
Since Inception
14.70%
5.82%
Fund Age
6 yrs 10 mo
6 mo
AUM
₹201.68 Cr
₹15.37 Cr
Alpha – 1 Year
12.55%
—
Alpha – 3 Years
0.73%
—
Information Ratio – 3 Years
0.15
—
Volatility – 1 Year
22.73%
—
Volatility – 3 Years
20.11%
—
Beta – 1 Year
1.17
—
Beta – 3 Years
1.13
—
Sharpe Ratio – 1 Year
0.58
—
Sharpe Ratio – 3 Years
0.44
—
Worst Rolling Year
7.98%
—
Value at Worst Rolling Year
₹1.08 Cr
—
Deepest Drawdown
−25.65%
—
Recovery Period
520 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
16.09%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 4% · S 49%
—
Number of Stocks
24
—
Portfolio P/E
29.51
—
Top 5 Holdings
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Tech Mahindra Ltd · 4.43%
ICICI Bank Ltd · 3.56%
Fortis Healthcare Ltd · 3.00%
Hatsun Agro Product Ltd · 2.84%
Tata Consumer Products Ltd · 2.73%
Top Sectors
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%