Portfolio Management Services (PMS)Compare Schemes
Amaltas Keystone Fund vs Composite India - GARP Fund
Add SchemeGrowth of ₹1 Crore
Amaltas Keystone Fund
Composite India - GARP Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.65%
3.99%
6 Months
52.84%
22.77%
1 Year
44.79%
24.21%
3 Years
—
13.20%
5 Years
—
12.56%
Since Inception
24.04%
18.69%
Fund Age
19 mo
7 yrs 4 mo
AUM
₹65.12 Cr
₹114.64 Cr
Alpha – 1 Year
40.07%
19.49%
Alpha – 3 Years
—
1.43%
Information Ratio – 3 Years
—
0.12
Volatility – 1 Year
32.99%
24.82%
Volatility – 3 Years
—
21.64%
Beta – 1 Year
1.48
1.34
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
1.12
0.78
Sharpe Ratio – 3 Years
—
0.46
Worst Rolling Year
—
10.43%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−15.77%
−24.42%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.16%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 20% · M 28% · S 47%
Number of Stocks
—
32
Portfolio P/E
—
37.13
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%
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
Top Sectors
—
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%