Portfolio Management Services (PMS)Compare Schemes
Amaltas Keystone Fund vs ICICI Prudential PMS Growth Leaders Strategy
Add SchemeGrowth of ₹1 Crore
Amaltas Keystone Fund
ICICI Prudential PMS Growth Leaders Strategy
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.65%
2.13%
6 Months
52.84%
4.45%
1 Year
44.79%
9.07%
3 Years
—
17.41%
5 Years
—
13.90%
Since Inception
24.04%
12.23%
Fund Age
19 mo
25 yrs 8 mo
AUM
₹65.12 Cr
₹1,659.64 Cr
Alpha – 1 Year
40.07%
4.35%
Alpha – 3 Years
—
5.32%
Information Ratio – 3 Years
—
1.35
Volatility – 1 Year
32.99%
16.92%
Volatility – 3 Years
—
15.61%
Beta – 1 Year
1.48
0.95
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
1.12
0.28
Sharpe Ratio – 3 Years
—
0.78
Worst Rolling Year
—
-11.28%
Value at Worst Rolling Year
—
₹0.89 Cr
Deepest Drawdown
−15.77%
−20.82%
Recovery Period
Not yet recovered
521 days
1-Year Rolling Windows Positive
—
89.60%
Median Rolling Year
—
15.37%
5-Year Rolling Windows Positive
—
93.68%
Market-Cap Mix
—
L 58% · M 17% · S 24%
Number of Stocks
—
37
Portfolio P/E
—
28.58
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%
ICICI Bank Ltd · 6.05%
FSN E-Commerce Ventures Ltd · 5.03%
Bharti Airtel Ltd · 4.92%
State Bank of India · 4.85%
Eternal Ltd · 4.72%
Top Sectors
—
—
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%