Portfolio Management Services (PMS)Compare Schemes
Amaltas Strategic Opportunities Series 1 vs SHREE SMART MARKET PLAN
Add SchemeGrowth of ₹1 Crore
Amaltas Strategic Opportunities Series 1
SHREE SMART MARKET PLAN
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−4.23%
1.81%
6 Months
27.28%
1.04%
1 Year
43.55%
0.26%
3 Years
—
5.24%
5 Years
—
—
Since Inception
38.04%
8.72%
Fund Age
13 mo
4 yrs 3 mo
AUM
₹5.93 Cr
₹53.49 Cr
Alpha – 1 Year
38.83%
0.69%
Alpha – 3 Years
—
−3.33%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
30.08%
17.93%
Volatility – 3 Years
—
23.60%
Beta – 1 Year
1.47
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.18
0.06
Sharpe Ratio – 3 Years
—
0.67
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.33%
−13.25%
Recovery Period
Not yet recovered
92 days
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
—
—
Top Sectors
—
—
Fixed Fee
0.50% / yr
1.00% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—