Portfolio Management Services (PMS)Compare Schemes
Valcreate Lifesciences and Specialty Opportunities vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
Valcreate Lifesciences and Specialty Opportunities
Wave-Bloom
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%
−0.67%
6 Months
17.95%
−7.55%
1 Year
21.71%
0.34%
3 Years
19.34%
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5 Years
—
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Since Inception
19.34%
12.70%
Fund Age
3 yrs 6 mo
2 yrs 3 mo
AUM
₹18.73 Cr
₹7.52 Cr
Alpha – 1 Year
16.99%
−2.64%
Alpha – 3 Years
7.25%
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Information Ratio – 3 Years
0.85
—
Volatility – 1 Year
22.22%
8.98%
Volatility – 3 Years
20.72%
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Beta – 1 Year
0.87
0.39
Beta – 3 Years
0.89
—
Sharpe Ratio – 1 Year
0.75
-0.50
Sharpe Ratio – 3 Years
0.85
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Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−10.25%
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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L 71% · M 18% · S 10%
Number of Stocks
—
10
Portfolio P/E
—
15.00
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%
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
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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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