Portfolio Management Services (PMS)Compare Schemes
Amaltas Strategic Opportunities Series 1 vs Fyers Genesis Fund
Add SchemeGrowth of ₹1 Crore
Amaltas Strategic Opportunities Series 1
Fyers Genesis Fund
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%
1.54%
6 Months
27.28%
6.09%
1 Year
43.55%
5.87%
3 Years
—
—
5 Years
—
—
Since Inception
38.04%
3.02%
Fund Age
13 mo
1 yr 11 mo
AUM
₹5.93 Cr
₹16.43 Cr
Alpha – 1 Year
38.83%
1.15%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
30.08%
19.36%
Volatility – 3 Years
—
—
Beta – 1 Year
1.47
1.09
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.18
0.11
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.33%
−18.63%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
M 20% · S 76%
Number of Stocks
—
24
Portfolio P/E
—
25.89
Top 5 Holdings
—
Privi Speciality Chemicals Ltd · 8.72%
Carysil Ltd · 8.46%
Jindal Stainless Ltd · 8.46%
APL Apollo Tubes Ltd · 8.46%
K P R Mill Ltd · 8.45%
Top Sectors
—
Fast Moving Consumer Goods · 13.15%
Financial Services · 6.90%
Information Technology · 6.11%
Fixed Fee
0.50% / yr
1.00% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%