Portfolio Management Services (PMS)Compare Schemes
Amaltas Strategic Opportunities Series 1 vs Ksema - Multicap
Add SchemeGrowth of ₹1 Crore
Amaltas Strategic Opportunities Series 1
Ksema - Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−4.23%
0.82%
6 Months
27.28%
2.65%
1 Year
43.55%
10.76%
3 Years
—
12.77%
5 Years
—
14.58%
Since Inception
38.04%
17.50%
Fund Age
13 mo
7 yrs 7 mo
AUM
₹5.93 Cr
₹83.87 Cr
Alpha – 1 Year
38.83%
11.11%
Alpha – 3 Years
—
3.77%
Information Ratio – 3 Years
—
0.46
Volatility – 1 Year
30.08%
18.53%
Volatility – 3 Years
—
17.03%
Beta – 1 Year
1.47
1.11
Beta – 3 Years
—
1.11
Sharpe Ratio – 1 Year
1.18
0.36
Sharpe Ratio – 3 Years
—
0.48
Worst Rolling Year
—
12.58%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−12.33%
−20.55%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
20.28%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 54% · M 18% · S 28%
Number of Stocks
—
51
Portfolio P/E
—
23.77
Top 5 Holdings
—
ICICI Bank Ltd · 6.61%
State Bank of India · 5.04%
Reliance Industries Ltd · 5.03%
HDFC Bank Ltd · 4.64%
Larsen & Toubro Ltd · 4.21%
Top Sectors
—
Financial Services · 29.38%
Capital Goods · 20.74%
Automobile and Auto Components · 12.58%
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%