Portfolio Management Services (PMS)Compare Schemes
Valcreate Lifesciences and Specialty Opportunities vs Vansh Equity Multi Cap Approach
Add SchemeGrowth of ₹1 Crore
Valcreate Lifesciences and Specialty Opportunities
Vansh Equity Multi Cap Approach
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%
−0.14%
6 Months
17.95%
6.34%
1 Year
21.71%
—
3 Years
19.34%
—
5 Years
—
—
Since Inception
19.34%
5.82%
Fund Age
3 yrs 6 mo
6 mo
AUM
₹18.73 Cr
₹15.37 Cr
Alpha – 1 Year
16.99%
—
Alpha – 3 Years
7.25%
—
Information Ratio – 3 Years
0.85
—
Volatility – 1 Year
22.22%
—
Volatility – 3 Years
20.72%
—
Beta – 1 Year
0.87
—
Beta – 3 Years
0.89
—
Sharpe Ratio – 1 Year
0.75
—
Sharpe Ratio – 3 Years
0.85
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
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%
Tech Mahindra Ltd · 4.43%
ICICI Bank Ltd · 3.56%
Fortis Healthcare Ltd · 3.00%
Hatsun Agro Product Ltd · 2.84%
Tata Consumer Products Ltd · 2.73%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%