Portfolio Management Services (PMS)Compare Schemes
Amaltas Strategic Opportunities Series 1 vs CAPITAL MIND-All Weather Equity
Add SchemeGrowth of ₹1 Crore
Amaltas Strategic Opportunities Series 1
CAPITAL MIND-All Weather Equity
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−4.23%
1.61%
6 Months
27.28%
4.03%
1 Year
43.55%
4.49%
3 Years
—
14.35%
5 Years
—
—
Since Inception
38.04%
16.62%
Fund Age
13 mo
4 yrs
AUM
₹5.93 Cr
₹303 Cr
Alpha – 1 Year
38.83%
4.92%
Alpha – 3 Years
—
5.78%
Information Ratio – 3 Years
—
1.15
Volatility – 1 Year
30.08%
16.32%
Volatility – 3 Years
—
14.15%
Beta – 1 Year
1.47
0.98
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
1.18
0.01
Sharpe Ratio – 3 Years
—
0.64
Worst Rolling Year
—
14.36%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−12.33%
−16.17%
Recovery Period
Not yet recovered
245 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.76%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
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—
Number of Stocks
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—
Portfolio P/E
—
—
Top 5 Holdings
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—
Top Sectors
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—
Fixed Fee
0.50% / yr
0.50% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
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