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ABN - Flagship Equity vs Amaltas Strategic Opportunities Series 1

ABN - Flagship Equity

Amaltas Strategic Opportunities Series 1

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Growth of ₹1 Crore

ABN - Flagship Equity

Amaltas Strategic Opportunities Series 1

Return for the risk

1 yr return

40%

45%

50%

Amaltas Strategic Opportunities Series 1

43.5% • vol 30.1%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

2.96%

−4.23%

6 Months

14.37%

27.28%

1 Year

—

43.55%

3 Years

—

5 Years

—

Since Inception

13.39%

38.04%

Fund Age

7 mo

13 mo

AUM

₹19.88 Cr

₹5.93 Cr

Alpha – 1 Year

—

38.83%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

30.08%

Volatility – 3 Years

—

Beta – 1 Year

—

1.47

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

1.18

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−12.33%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

2.50% / yr

0.50% / yr

Performance Fee / Plan

Fixed Plan

20% of profit, above 10%

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

—

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