Portfolio Management Services (PMS)Compare Schemes
Amaltas Strategic Opportunities Series 1 vs GREEN PORTFOLIO - The Green Ethical Fund
Add SchemeGrowth of ₹1 Crore
Amaltas Strategic Opportunities Series 1
GREEN PORTFOLIO - The Green Ethical Fund
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%
3.65%
6 Months
27.28%
36.06%
1 Year
43.55%
18.40%
3 Years
—
—
5 Years
—
—
Since Inception
38.04%
10.79%
Fund Age
13 mo
2 yrs 1 mo
AUM
₹5.93 Cr
₹36.18 Cr
Alpha – 1 Year
38.83%
15.42%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
30.08%
30.13%
Volatility – 3 Years
—
—
Beta – 1 Year
1.47
1.44
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.18
0.51
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.33%
−21.62%
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 28% · M 20% · S 30%
Number of Stocks
—
41
Portfolio P/E
—
38.26
Top 5 Holdings
—
Cash & Cash Equivalent · 8.37%
HFCL Ltd · 8.02%
Bharat Forge Ltd · 5.67%
Kalyani Steels Ltd · 4.38%
Steel Strips Wheels Ltd · 4.28%
Top Sectors
—
—
Fixed Fee
0.50% / yr
2.25% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%