Portfolio Management Services (PMS)Compare Schemes
ValueQuest - Platinum vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
ValueQuest - Platinum
Xylem Maverick Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.62%
9.42%
6 Months
20.31%
52.78%
1 Year
5.50%
27.27%
3 Years
14.22%
—
5 Years
16.13%
—
Since Inception
18.70%
23.72%
Fund Age
9 yrs 8 mo
19 mo
AUM
₹3,491.64 Cr
₹71.55 Cr
Alpha – 1 Year
2.52%
22.55%
Alpha – 3 Years
2.33%
—
Information Ratio – 3 Years
0.19
—
Volatility – 1 Year
25.24%
31.93%
Volatility – 3 Years
21.26%
—
Beta – 1 Year
1.29
1.29
Beta – 3 Years
1.17
—
Sharpe Ratio – 1 Year
0.11
0.74
Sharpe Ratio – 3 Years
0.48
—
Worst Rolling Year
-9.34%
—
Value at Worst Rolling Year
₹0.91 Cr
—
Deepest Drawdown
−6.25%
−27.01%
Recovery Period
13 days
Not yet recovered
1-Year Rolling Windows Positive
93.29%
—
Median Rolling Year
15.30%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 23% · M 15% · S 57%
S 96%
Number of Stocks
30
19
Portfolio P/E
—
39.65
Top 5 Holdings
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics Ltd
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)
1% / 1% / 1%
0% / 0% / 0%