Portfolio Management Services (PMS)Compare Schemes
Amaltas Strategic Opportunities Series 1 vs Ayan- PriceBridge Samvruddhi
Add SchemeGrowth of ₹1 Crore
Amaltas Strategic Opportunities Series 1
Ayan- PriceBridge Samvruddhi
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
50%
Nifty 500 · 4.7%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
−4.23%
2.26%
6 Months
27.28%
14.94%
1 Year
43.55%
8.00%
3 Years
—
—
5 Years
—
—
Since Inception
38.04%
8.49%
Fund Age
13 mo
14 mo
AUM
₹5.93 Cr
₹41.73 Cr
Alpha – 1 Year
38.83%
5.02%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
30.08%
27.44%
Volatility – 3 Years
—
—
Beta – 1 Year
1.47
1.39
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.18
0.20
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.33%
−15.11%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 2% · M 1% · S 94%
Number of Stocks
—
49
Portfolio P/E
—
37.54
Top 5 Holdings
—
Welspun Corp Ltd · 11.69%
Vedanta Oil and Gas Ltd · 9.44%
Graphite India Ltd · 6.09%
Asian Energy Services Ltd · 5.93%
NBCC (India) Ltd · 5.81%
Top Sectors
—
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
Fixed Fee
0.50% / yr
2.05% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%