Portfolio Management Services (PMS)Compare Schemes
Amaltas Strategic Opportunities Series 1 vs BB Money Plant
Add SchemeGrowth of ₹1 Crore
Amaltas Strategic Opportunities Series 1
BB Money Plant
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
50%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
−4.23%
−0.92%
6 Months
27.28%
16.35%
1 Year
43.55%
29.45%
3 Years
—
—
5 Years
—
—
Since Inception
38.04%
33.72%
Fund Age
13 mo
16 mo
AUM
₹5.93 Cr
₹17.74 Cr
Alpha – 1 Year
38.83%
26.47%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
30.08%
19.66%
Volatility – 3 Years
—
—
Beta – 1 Year
1.47
0.78
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.18
1.14
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.33%
−14.20%
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 5% · M 2% · S 74%
Number of Stocks
—
30
Portfolio P/E
—
52.18
Top 5 Holdings
—
Cash & Cash Equivalent · 11.00%
Sansera Engineering Ltd · 5.60%
Welspun Corp Ltd · 5.51%
Venus Remedies Ltd · 5.44%
Nippon India ETF Gold BeES · 4.90%
Top Sectors
—
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
Fixed Fee
0.50% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%