Portfolio Management Services (PMS)Compare Schemes
Amaltas Keystone Fund vs CAPITAL MIND-All Weather Equity
Add SchemeGrowth of ₹1 Crore
Amaltas Keystone Fund
CAPITAL MIND-All Weather Equity
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
5.65%
1.61%
6 Months
52.84%
4.03%
1 Year
44.79%
4.49%
3 Years
—
14.35%
5 Years
—
—
Since Inception
24.04%
16.62%
Fund Age
19 mo
4 yrs
AUM
₹65.12 Cr
₹303 Cr
Alpha – 1 Year
40.07%
4.92%
Alpha – 3 Years
—
5.78%
Information Ratio – 3 Years
—
1.15
Volatility – 1 Year
32.99%
16.32%
Volatility – 3 Years
—
14.15%
Beta – 1 Year
1.48
0.98
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
1.12
0.01
Sharpe Ratio – 3 Years
—
0.64
Worst Rolling Year
—
14.36%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−15.77%
−16.17%
Recovery Period
Not yet recovered
245 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.76%
5-Year Rolling Windows Positive
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Market-Cap Mix
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—
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
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Fixed Fee
—
0.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
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