Portfolio Management Services (PMS)Compare Schemes
Amaltas Strategic Opportunities Series 1 vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
Amaltas Strategic Opportunities Series 1
IFM Alphaedge Growth 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%
1.32%
6 Months
27.28%
7.54%
1 Year
43.55%
8.20%
3 Years
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—
5 Years
—
—
Since Inception
38.04%
2.83%
Fund Age
13 mo
14 mo
AUM
₹5.93 Cr
₹18.5 Cr
Alpha – 1 Year
38.83%
3.48%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
30.08%
18.53%
Volatility – 3 Years
—
—
Beta – 1 Year
1.47
1.05
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.18
0.23
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.33%
−14.67%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 47% · M 18% · S 29%
Number of Stocks
—
15
Portfolio P/E
—
—
Top 5 Holdings
—
Bandhan Small Cap Fund - Direct (G) · 20.24%
HDFC Flexi Cap Fund - Direct (G) · 18.90%
Invesco India Smal Cap Fund - Direct (G) · 15.52%
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G) · 12.88%
ICICI Pru Nifty Bank ETF · 8.59%
Top Sectors
—
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Fixed Fee
0.50% / yr
0.75% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
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