Portfolio Management Services (PMS)Compare Schemes
Amaltas Strategic Opportunities Series 1 vs Ambit - caliber
Add SchemeGrowth of ₹1 Crore
Amaltas Strategic Opportunities Series 1
Ambit - caliber
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−4.23%
1.17%
6 Months
27.28%
3.92%
1 Year
43.55%
9.29%
3 Years
—
14.80%
5 Years
—
9.78%
Since Inception
38.04%
14.35%
Fund Age
13 mo
5 yrs 5 mo
AUM
₹5.93 Cr
₹95.56 Cr
Alpha – 1 Year
38.83%
9.72%
Alpha – 3 Years
—
6.23%
Information Ratio – 3 Years
—
0.76
Volatility – 1 Year
30.08%
16.82%
Volatility – 3 Years
—
15.81%
Beta – 1 Year
1.47
1.02
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
1.18
0.29
Sharpe Ratio – 3 Years
—
0.61
Worst Rolling Year
—
5.26%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−12.33%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 55% · M 33% · S 10%
Number of Stocks
—
59
Portfolio P/E
—
34.30
Top 5 Holdings
—
Bajaj Finance Ltd · 5.19%
ICICI Bank Ltd · 4.86%
Bajaj Auto Ltd · 4.60%
Syrma SGS Technology Ltd · 3.60%
Piramal Finance Ltd · 3.49%
Top Sectors
—
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Fixed Fee
0.50% / yr
1.75% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%