Portfolio Management Services (PMS)Compare Schemes
Amaltas Keystone Fund vs Citrus -Index plus Fund
Add SchemeGrowth of ₹1 Crore
Amaltas Keystone Fund
Citrus -Index plus Fund
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%
0.83%
6 Months
52.84%
1.03%
1 Year
44.79%
5.08%
3 Years
—
—
5 Years
—
—
Since Inception
24.04%
2.08%
Fund Age
19 mo
2 yrs 3 mo
AUM
₹65.12 Cr
₹2.33 Cr
Alpha – 1 Year
40.07%
5.43%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
32.99%
—
Volatility – 3 Years
—
—
Beta – 1 Year
1.48
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.12
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.77%
—
Recovery Period
Not yet recovered
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1-Year Rolling Windows Positive
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—
Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
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L 55% · M 24% · S 14%
Number of Stocks
—
—
Portfolio P/E
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—
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%
Nippon India ETF Nifty 50 BeES · 35.21%
Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) · 16.07%
Motilal Oswal Nifty Smallcap 250 Index Fund-Dir(G) · 10.40%
Nippon India ETF Nifty IT · 6.11%
ICICI Pru Nifty Healthcare ETF · 5.17%
Top Sectors
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Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
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