Portfolio Management Services (PMS)Compare Schemes
Wave-Bloom vs Wave - Pure Alpha
Add SchemeGrowth of ₹1 Crore
Wave-Bloom
Wave - Pure Alpha
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 3%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.67%
−0.38%
6 Months
−7.55%
6.45%
1 Year
0.34%
9.69%
3 Years
—
—
5 Years
—
—
Since Inception
12.70%
13.06%
Fund Age
2 yrs 3 mo
2 yrs 5 mo
AUM
₹7.52 Cr
₹23.84 Cr
Alpha – 1 Year
−2.64%
4.97%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
8.98%
20.03%
Volatility – 3 Years
—
—
Beta – 1 Year
0.39
1.04
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.50
0.29
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−10.25%
−13.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 71% · M 18% · S 10%
—
Number of Stocks
10
—
Portfolio P/E
15.00
—
Top 5 Holdings
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%
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Top Sectors
—
—
Fixed Fee
—
—
Performance Fee / Plan
—
15% of profit
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%