Portfolio Management Services (PMS)Compare Schemes
Amaltas Strategic Opportunities Series 1 vs Ayan-PriceBridge Honeycomb
Add SchemeGrowth of ₹1 Crore
Amaltas Strategic Opportunities Series 1
Ayan-PriceBridge Honeycomb
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−4.23%
1.20%
6 Months
27.28%
0.45%
1 Year
43.55%
16.80%
3 Years
—
15.56%
5 Years
—
—
Since Inception
38.04%
15.35%
Fund Age
13 mo
3 yrs 6 mo
AUM
₹5.93 Cr
₹61.98 Cr
Alpha – 1 Year
38.83%
17.23%
Alpha – 3 Years
—
6.99%
Information Ratio – 3 Years
—
1.06
Volatility – 1 Year
30.08%
17.17%
Volatility – 3 Years
—
13.50%
Beta – 1 Year
1.47
0.94
Beta – 3 Years
—
0.87
Sharpe Ratio – 1 Year
1.18
0.68
Sharpe Ratio – 3 Years
—
0.75
Worst Rolling Year
—
15.00%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−12.33%
−15.92%
Recovery Period
Not yet recovered
158 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.26%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 43% · M 31% · S 18%
Number of Stocks
—
27
Portfolio P/E
—
—
Top 5 Holdings
—
HDFC NIFTY Smallcap 250 ETF · 11.69%
Mirae Asset Nifty India Manufacturing ETF · 7.82%
DSP Nifty Healthcare ETF · 7.33%
Mirae Asset Nifty Bank ETF · 5.96%
DSP Nifty Midcap 150 Quality 50 ETF · 5.92%
Top Sectors
—
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Fixed Fee
0.50% / yr
1.35% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%