Portfolio Management Services (PMS)Compare Schemes
Systamatix - Dynamic Investment vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
Systamatix - Dynamic Investment
TRADESWIFT BROKING-MULTI ASSET
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 10.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.60%
0.77%
6 Months
26.61%
11.30%
1 Year
33.69%
5.88%
3 Years
25.74%
—
5 Years
21.83%
—
Since Inception
—
10.85%
Fund Age
8 yrs 4 mo
2 yrs 5 mo
AUM
₹158.52 Cr
₹45.96 Cr
Alpha – 1 Year
29.93%
−0.98%
Alpha – 3 Years
14.85%
—
Information Ratio – 3 Years
1.52
—
Volatility – 1 Year
19.82%
21.88%
Volatility – 3 Years
19.44%
—
Beta – 1 Year
1.03
2.00
Beta – 3 Years
1.06
—
Sharpe Ratio – 1 Year
1.29
0.12
Sharpe Ratio – 3 Years
1.16
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−19.87%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 31% · M 28% · S 38%
L 12% · M 4% · S 66%
Number of Stocks
20
39
Portfolio P/E
—
23.43
Top 5 Holdings
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
—
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1.5% / 1%