Portfolio Management Services (PMS)Compare Schemes
Amaltas Keystone Fund vs AMETRA - FACTORALPHA SMALLCAP PMS
Add SchemeGrowth of ₹1 Crore
Amaltas Keystone Fund
AMETRA - FACTORALPHA SMALLCAP PMS
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
50%
Nifty 500 · 4.7%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
5.65%
0.25%
6 Months
52.84%
12.26%
1 Year
44.79%
7.30%
3 Years
—
—
5 Years
—
—
Since Inception
24.04%
−4.78%
Fund Age
19 mo
1 yr 10 mo
AUM
₹65.12 Cr
₹1.85 Cr
Alpha – 1 Year
40.07%
2.58%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
32.99%
34.80%
Volatility – 3 Years
—
—
Beta – 1 Year
1.48
1.70
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.12
0.20
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.77%
−23.66%
Recovery Period
Not yet recovered
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
Piramal Enterprises Limited · 0.00%
CARE Ratings Ltd · 0.00%
Sterlite Technologies Ltd · 0.00%
Muthoot Microfin Ltd · 0.00%
Bodal Chemicals Ltd · 0.00%
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Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –