Portfolio Management Services (PMS)Compare Schemes
Amaltas Strategic Opportunities Series 1 vs Hem Securities - Dynamic Research and Emerging Asset
Amaltas Strategic Opportunities Series 1
Hem Securities - Dynamic Research and Emerging Asset
Add SchemeGrowth of ₹1 Crore
Amaltas Strategic Opportunities Series 1
Hem Securities - Dynamic Research and Emerging Asset
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−4.23%
2.22%
6 Months
27.28%
12.93%
1 Year
43.55%
12.12%
3 Years
—
14.97%
5 Years
—
17.00%
Since Inception
38.04%
21.69%
Fund Age
13 mo
6 yrs 5 mo
AUM
₹5.93 Cr
₹192.25 Cr
Alpha – 1 Year
38.83%
8.36%
Alpha – 3 Years
—
4.08%
Information Ratio – 3 Years
—
0.38
Volatility – 1 Year
30.08%
25.64%
Volatility – 3 Years
—
21.98%
Beta – 1 Year
1.47
1.38
Beta – 3 Years
—
1.29
Sharpe Ratio – 1 Year
1.18
0.36
Sharpe Ratio – 3 Years
—
0.51
Worst Rolling Year
—
14.19%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−12.33%
−24.93%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.69%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Persistent Systems Ltd
Tata Consultancy Services Ltd
HCL Technologies Ltd
Central Depository Services (India) Ltd
MTAR Technologies Ltd
Top Sectors
—
—
Fixed Fee
0.50% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%