Portfolio Management Services (PMS)Compare Schemes
TRADESWIFT BROKING-MULTI ASSET vs Vallum Multi Activa Strategy
Add SchemeGrowth of ₹1 Crore
TRADESWIFT BROKING-MULTI ASSET
Vallum Multi Activa Strategy
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 6.9%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.77%
1.82%
6 Months
11.30%
3.61%
1 Year
5.88%
28.29%
3 Years
—
—
5 Years
—
—
Since Inception
10.85%
23.99%
Fund Age
2 yrs 5 mo
19 mo
AUM
₹45.96 Cr
₹14.97 Cr
Alpha – 1 Year
−0.98%
20.75%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.88%
13.84%
Volatility – 3 Years
—
—
Beta – 1 Year
2.00
0.77
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.12
1.50
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−19.87%
−7.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 12% · M 4% · S 66%
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Number of Stocks
39
—
Portfolio P/E
23.43
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Top 5 Holdings
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%
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Top Sectors
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
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Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
2% / 1.5% / 1%
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