Portfolio Management Services (PMS)Compare Schemes
Valcreate Lifesciences and Specialty Opportunities vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
Valcreate Lifesciences and Specialty Opportunities
Xylem Maverick 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%
9.42%
6 Months
17.95%
52.78%
1 Year
21.71%
27.27%
3 Years
19.34%
—
5 Years
—
—
Since Inception
19.34%
23.72%
Fund Age
3 yrs 6 mo
19 mo
AUM
₹18.73 Cr
₹71.55 Cr
Alpha – 1 Year
16.99%
22.55%
Alpha – 3 Years
7.25%
—
Information Ratio – 3 Years
0.85
—
Volatility – 1 Year
22.22%
31.93%
Volatility – 3 Years
20.72%
—
Beta – 1 Year
0.87
1.29
Beta – 3 Years
0.89
—
Sharpe Ratio – 1 Year
0.75
0.74
Sharpe Ratio – 3 Years
0.85
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−27.01%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
S 96%
Number of Stocks
—
19
Portfolio P/E
—
39.65
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%
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
—
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%