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Amaltas Strategic Opportunities Series 1 vs Profusion Multi Strategy PMS

Amaltas Strategic Opportunities Series 1

Profusion Multi Strategy PMS

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Growth of ₹1 Crore

Amaltas Strategic Opportunities Series 1

Profusion Multi Strategy PMS

Return for the risk

1 yr return

-15%

-10%

-5%

10%

15%

20%

25%

30%

35%

40%

45%

50%

Nifty 500 · 4.7%

Amaltas Strategic Opportunities Series 1

43.5% • vol 30.1%

Profusion Multi Strategy PMS

-9.7% • vol 9.2%

10%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

−4.23%

0.32%

6 Months

27.28%

4.47%

1 Year

43.55%

−9.70%

3 Years

—

5 Years

—

Since Inception

38.04%

13.40%

Fund Age

13 mo

2 yrs 8 mo

AUM

₹5.93 Cr

₹11.72 Cr

Alpha – 1 Year

38.83%

−4.20%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

30.08%

9.16%

Volatility – 3 Years

—

Beta – 1 Year

1.47

0.51

Beta – 3 Years

—

Sharpe Ratio – 1 Year

1.18

-1.67

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−12.33%

−14.15%

Recovery Period

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 17% · M 21% · S 9%

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Grasim Industries Ltd · 5.70%

Karnataka Bank Ltd · 4.60%

Mahindra & Mahindra Ltd · 4.50%

Piramal Enterprises Limited · 3.80%

Karur Vysya Bank Ltd · 3.80%

Top Sectors

—

Financial Services · 14.50%

Construction Materials · 7.40%

Automobile and Auto Components · 4.50%

Fixed Fee

0.50% / yr

1.00% / yr

Performance Fee / Plan

20% of profit, above 10%

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

0% / 0% / 0%

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