Portfolio Management Services (PMS)Compare Schemes
Amaltas Strategic Opportunities Series 1 vs INVESQ MULTICAP OPPORTUNITIES PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Amaltas Strategic Opportunities Series 1
INVESQ MULTICAP OPPORTUNITIES PORTFOLIO
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%
1.52%
6 Months
27.28%
17.08%
1 Year
43.55%
3.81%
3 Years
—
—
5 Years
—
—
Since Inception
38.04%
7.25%
Fund Age
13 mo
2 yrs 4 mo
AUM
₹5.93 Cr
₹129.96 Cr
Alpha – 1 Year
38.83%
−0.91%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
30.08%
22.22%
Volatility – 3 Years
—
—
Beta – 1 Year
1.47
1.11
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.18
0.03
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.33%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
33
Portfolio P/E
—
36.26
Top 5 Holdings
—
—
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)
—
2% / 1% / 0%