Portfolio Management Services (PMS)Compare Schemes
THINQWISE INDIA LONG TERM FUND vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
THINQWISE INDIA LONG TERM FUND
Wave-Bloom
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.86%
−0.67%
6 Months
8.56%
−7.55%
1 Year
5.56%
0.34%
3 Years
8.84%
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5 Years
—
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Since Inception
10.12%
12.70%
Fund Age
3 yrs 2 mo
2 yrs 3 mo
AUM
₹45.94 Cr
₹7.52 Cr
Alpha – 1 Year
5.91%
−2.64%
Alpha – 3 Years
−0.16%
—
Information Ratio – 3 Years
0.15
—
Volatility – 1 Year
23.84%
8.98%
Volatility – 3 Years
20.02%
—
Beta – 1 Year
1.25
0.39
Beta – 3 Years
1.03
—
Sharpe Ratio – 1 Year
0.12
-0.50
Sharpe Ratio – 3 Years
0.26
—
Worst Rolling Year
7.39%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−26.84%
−10.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
9.37%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 71% · M 18% · S 10%
Number of Stocks
14
10
Portfolio P/E
—
15.00
Top 5 Holdings
—
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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