PMS · Equity · Small Cap
Tradeswift - Sparkling Gems
Fund size₹14 Cr
IRRSince inception13.86%
Minimum investment₹50 Lakh
Fund age10 mo
Fund Manager
Growth of₹Cr
Tradeswift Sparkling Gems
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Tradeswift Sparkling Gems | 18.94% | — | — | — | — | 13.86% |
| Nifty 500 | −1.02% | — | — | — | — | 1.83% |
| Excess over benchmark | 19.96% | — | — | — | — | 12.03% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Portfolio Details : Where the money actually sits
Stocks
29
P/E ratio
26.06
P/B ratio
3.77
Dividend yield
0.43%
Avg market cap
₹7,975 Cr
Median market cap
₹5,202 Cr
Asset class
Equity
Market cap
Large cap
Mid cap
Small cap97.43%
Cash & others
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 13.75% gross return.
FixedPlan A · SimpleFixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upsideFixed Management Fee1.75% / yr
Performance Fee20% of profit
Hurdle RateAbove 10%
Exit load 2.00% within 1 year, 1.50% within 2 years, 1.00% within 3 years. Lock-in: Nil.
Let's start a
conversation
conversation
- Compare this PMS against 3,000+ others with our research desk
- Build a long-term portfolio around your goals, not a one-off buy
- Experts with decades of experience.
Private. Personal. No obligation.
We will only use these details to contact you about this enquiry. No spam.