Portfolio Management Services (PMS)Compare Schemes
Amaltas Strategic Opportunities Series 1 vs Omni Industry Inc
Add SchemeGrowth of ₹1 Crore
Amaltas Strategic Opportunities Series 1
Omni Industry Inc
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
50%
Nifty 500 · 4.7%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
−4.23%
−3.74%
6 Months
27.28%
−0.18%
1 Year
43.55%
—
3 Years
—
—
5 Years
—
—
Since Inception
38.04%
−10.73%
Fund Age
13 mo
8 mo
AUM
₹5.93 Cr
₹1.04 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 31% · M 12% · S 57%
Number of Stocks
—
16
Portfolio P/E
—
17.29
Top 5 Holdings
—
Axis Bank Ltd · 7.00%
State Bank of India · 7.00%
REC Ltd · 7.00%
Bharat Heavy Electricals Ltd · 6.00%
Kalpataru Projects International Ltd · 6.00%
Top Sectors
—
Construction · 50.25%
Capital Goods · 23.50%
Financial Services · 21.00%
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%