Portfolio Management Services (PMS)Compare Schemes
Valtrust Momentum vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
Valtrust Momentum
Wave-Bloom
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.78%
−0.67%
6 Months
15.08%
−7.55%
1 Year
13.63%
0.34%
3 Years
16.91%
—
5 Years
—
—
Since Inception
23.12%
12.70%
Fund Age
3 yrs 7 mo
2 yrs 3 mo
AUM
₹78.91 Cr
₹7.52 Cr
Alpha – 1 Year
8.91%
−2.64%
Alpha – 3 Years
4.82%
—
Information Ratio – 3 Years
0.40
—
Volatility – 1 Year
20.25%
8.98%
Volatility – 3 Years
21.43%
—
Beta – 1 Year
1.06
0.39
Beta – 3 Years
1.18
—
Sharpe Ratio – 1 Year
0.47
-0.50
Sharpe Ratio – 3 Years
0.59
—
Worst Rolling Year
15.66%
—
Value at Worst Rolling Year
₹1.16 Cr
—
Deepest Drawdown
−29.56%
−10.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
19.72%
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 15% · M 30% · S 55%
L 71% · M 18% · S 10%
Number of Stocks
30
10
Portfolio P/E
—
15.00
Top 5 Holdings
Acutaas Chemicals Ltd · 6.35%
Laurus Labs Ltd · 4.95%
Strides Pharma Science Ltd · 4.42%
Bharat Forge Ltd · 4.09%
Hitachi Energy India Ltd · 4.05%
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
Financial Services · 27.01%
Healthcare · 18.85%
Capital Goods · 18.17%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—