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Amaltas Strategic Opportunities Series 1 vs Ksema - Future Frontier Portfolio

Amaltas Strategic Opportunities Series 1

Ksema - Future Frontier Portfolio

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Growth of ₹1 Crore

Amaltas Strategic Opportunities Series 1

Ksema - Future Frontier Portfolio

Return for the risk

1 yr return

10%

15%

20%

25%

30%

35%

40%

45%

50%

Nifty 500 · 4.7%

Amaltas Strategic Opportunities Series 1

43.5% • vol 30.1%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

−4.23%

3.35%

6 Months

27.28%

27.55%

1 Year

43.55%

—

3 Years

—

5 Years

—

Since Inception

38.04%

23.98%

Fund Age

13 mo

7 mo

AUM

₹5.93 Cr

₹3.83 Cr

Alpha – 1 Year

38.83%

—

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

30.08%

—

Volatility – 3 Years

—

Beta – 1 Year

1.47

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

1.18

—

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

—

L 18% · M 24% · S 55%

Number of Stocks

—

Portfolio P/E

—

49.25

Top 5 Holdings

—

Paras Defence and Space Technologies Ltd · 4.69%

E2E Networks Ltd · 4.32%

Saregama India Ltd · 4.09%

Kaynes Technology India Ltd · 4.02%

Dixon Technologies (India) Ltd · 4.00%

Top Sectors

—

Capital Goods · 38.89%

Information Technology · 33.22%

Consumer Durables · 7.20%

Fixed Fee

0.50% / yr

2.50% / yr

Performance Fee / Plan

20% of profit, above 10%

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

3% / 2% / 1%

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