Portfolio Management Services (PMS)Compare Schemes
Amaltas Strategic Opportunities Series 1 vs East Green-Agile Strategy
Add SchemeGrowth of ₹1 Crore
Amaltas Strategic Opportunities Series 1
East Green-Agile Strategy
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−4.23%
1.90%
6 Months
27.28%
23.62%
1 Year
43.55%
21.42%
3 Years
—
14.56%
5 Years
—
—
Since Inception
38.04%
16.17%
Fund Age
13 mo
3 yrs 1 mo
AUM
₹5.93 Cr
₹77.6 Cr
Alpha – 1 Year
38.83%
16.70%
Alpha – 3 Years
—
2.47%
Information Ratio – 3 Years
—
0.32
Volatility – 1 Year
30.08%
21.73%
Volatility – 3 Years
—
20.33%
Beta – 1 Year
1.47
1.06
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
1.18
0.76
Sharpe Ratio – 3 Years
—
0.52
Worst Rolling Year
—
14.63%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−12.33%
−24.36%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.67%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
0.50% / yr
1.75% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%