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Amaltas Strategic Opportunities Series 1 vs Omni India Inc

Amaltas Strategic Opportunities Series 1

Omni India Inc

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Growth of ₹1 Crore

Amaltas Strategic Opportunities Series 1

Omni India Inc

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%

−0.26%

6 Months

27.28%

0.51%

1 Year

43.55%

—

3 Years

—

5 Years

—

Since Inception

38.04%

2.34%

Fund Age

13 mo

8 mo

AUM

₹5.93 Cr

₹0.48 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 60% · M 25% · S 15%

Number of Stocks

—

Portfolio P/E

—

9.88

Top 5 Holdings

—

HDFC Bank Ltd · 5.50%

Bank of Baroda · 4.97%

Canara Bank · 4.97%

Hindustan Aeronautics Ltd · 4.97%

NHPC Ltd · 4.97%

Top Sectors

—

Financial Services · 80.10%

Power · 9.95%

Capital Goods · 4.97%

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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