Portfolio Management Services (PMS)Compare Schemes
Valcreate Lifesciences and Specialty Opportunities vs Vallum Multi Activa Strategy
Add SchemeGrowth of ₹1 Crore
Valcreate Lifesciences and Specialty Opportunities
Vallum Multi Activa Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.35%
1.82%
6 Months
17.95%
3.61%
1 Year
21.71%
28.29%
3 Years
19.34%
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5 Years
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Since Inception
19.34%
23.99%
Fund Age
3 yrs 6 mo
19 mo
AUM
₹18.73 Cr
₹14.97 Cr
Alpha – 1 Year
16.99%
20.75%
Alpha – 3 Years
7.25%
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Information Ratio – 3 Years
0.85
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Volatility – 1 Year
22.22%
13.84%
Volatility – 3 Years
20.72%
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Beta – 1 Year
0.87
0.77
Beta – 3 Years
0.89
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Sharpe Ratio – 1 Year
0.75
1.50
Sharpe Ratio – 3 Years
0.85
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Worst Rolling Year
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Value at Worst Rolling Year
—
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Deepest Drawdown
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−7.02%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
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Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
—
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Portfolio P/E
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Top 5 Holdings
Sharda Cropchem Ltd · 11.13%
Kwality Pharmaceuticals Ltd · 5.72%
Sumitomo Chemical India Ltd · 5.72%
Vinati Organics Ltd · 5.51%
Rallis India Ltd · 5.34%
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Top Sectors
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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)
0% / 0% / 0%
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