Portfolio Management Services (PMS)Compare Schemes
Tradeswift - Sparkling Gems vs Vallum Multi Activa Strategy
Add SchemeGrowth of ₹1 Crore
Tradeswift - Sparkling Gems
Vallum Multi Activa Strategy
Return for the risk
1 yr return
25%
30%
35%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
−0.05%
1.82%
6 Months
23.02%
3.61%
1 Year
—
28.29%
3 Years
—
—
5 Years
—
—
Since Inception
13.86%
23.99%
Fund Age
10 mo
19 mo
AUM
₹13.6 Cr
₹14.97 Cr
Alpha – 1 Year
—
20.75%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
13.84%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.77
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
1.50
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−7.02%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 97%
—
Number of Stocks
29
—
Portfolio P/E
26.06
—
Top 5 Holdings
Goldiam International Ltd · 7.05%
Grindwell Norton Ltd · 4.59%
RPG Life Sciences Ltd · 4.39%
Action Construction Equipment Ltd · 4.38%
Enviro Infra Engineers Ltd · 4.35%
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Top Sectors
Capital Goods · 20.02%
Consumer Durables · 11.07%
Financial Services · 10.96%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1.5% / 1%
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