Portfolio Management Services (PMS)Compare Schemes
Amaltas Keystone Fund vs Ocean-Avendus Olivo Core Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Amaltas Keystone Fund
Ocean-Avendus Olivo Core Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.65%
0.17%
6 Months
52.84%
−0.88%
1 Year
44.79%
−2.91%
3 Years
—
9.00%
5 Years
—
9.07%
Since Inception
24.04%
14.52%
Fund Age
19 mo
6 yrs 2 mo
AUM
₹65.12 Cr
₹209.81 Cr
Alpha – 1 Year
40.07%
−7.63%
Alpha – 3 Years
—
−3.09%
Information Ratio – 3 Years
—
-0.39
Volatility – 1 Year
32.99%
14.71%
Volatility – 3 Years
—
15.04%
Beta – 1 Year
1.48
0.84
Beta – 3 Years
—
0.90
Sharpe Ratio – 1 Year
1.12
-0.49
Sharpe Ratio – 3 Years
—
0.35
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.77%
—
Recovery Period
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)
—
0% / 0% / 0%