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Amaltas Strategic Opportunities Series 1 vs Angel One -Ionic PIPE Strategy

Amaltas Strategic Opportunities Series 1

Angel One -Ionic PIPE Strategy

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Growth of ₹1 Crore

Amaltas Strategic Opportunities Series 1

Angel One -Ionic PIPE Strategy

Return for the risk

1 yr return

-5%

10%

15%

20%

25%

30%

35%

40%

45%

50%

Nifty 500 · 4.7%

Amaltas Strategic Opportunities Series 1

43.5% • vol 30.1%

Angel One -Ionic PIPE Strategy

-0.5% • vol 21.7%

10%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

−4.23%

0.31%

6 Months

27.28%

−2.04%

1 Year

43.55%

−0.53%

3 Years

—

5 Years

—

Since Inception

38.04%

0.16%

Fund Age

13 mo

18 mo

AUM

₹5.93 Cr

₹43.74 Cr

Alpha – 1 Year

38.83%

−3.51%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

30.08%

21.70%

Volatility – 3 Years

—

Beta – 1 Year

1.47

1.21

Beta – 3 Years

—

Sharpe Ratio – 1 Year

1.18

-0.17

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−12.33%

−18.25%

Recovery Period

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 36% · M 15% · S 46%

Number of Stocks

—

Portfolio P/E

—

9.63

Top 5 Holdings

—

PVR Inox Ltd · 10.37%

Nippon Life India Asset Management Ltd · 10.01%

Tata Motors Passenger Vehicles Ltd · 9.58%

Bajaj Finance Ltd · 6.56%

Indiamart Intermesh Ltd · 6.34%

Top Sectors

—

Fixed Fee

0.50% / yr

—

Performance Fee / Plan

20% of profit, above 10%

—

Exit Load (Y1 / Y2 / Y3)

—

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