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Amaltas Strategic Opportunities Series 1 vs NMR GROWTH STRATEGY

Amaltas Strategic Opportunities Series 1

NMR GROWTH STRATEGY

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Growth of ₹1 Crore

Amaltas Strategic Opportunities Series 1

NMR GROWTH STRATEGY

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%

NMR GROWTH STRATEGY

20.2% • vol 34.9%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

−4.23%

5.30%

6 Months

27.28%

39.16%

1 Year

43.55%

20.20%

3 Years

—

5 Years

—

Since Inception

38.04%

17.87%

Fund Age

13 mo

19 mo

AUM

₹5.93 Cr

₹82.38 Cr

Alpha – 1 Year

38.83%

15.48%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

30.08%

34.86%

Volatility – 3 Years

—

Beta – 1 Year

1.47

1.65

Beta – 3 Years

—

Sharpe Ratio – 1 Year

1.18

0.53

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−12.33%

−24.64%

Recovery Period

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Sanghvi Movers Ltd · 11.58%

Steel Strips Wheels Ltd · 10.85%

Technocraft Industries (India) Ltd · 9.43%

Garware Hi Tech Films Ltd · 8.37%

Surya Roshni Ltd · 8.12%

Top Sectors

—

Fixed Fee

0.50% / yr

2.00% / yr

Performance Fee / Plan

20% of profit, above 10%

Variable Plan

Exit Load (Y1 / Y2 / Y3)

—

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