Portfolio Management Services (PMS)Compare Schemes
Amaltas Strategic Opportunities Series 1 vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
Amaltas Strategic Opportunities Series 1
Systamatix - Dynamic Investment
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−4.23%
7.60%
6 Months
27.28%
26.61%
1 Year
43.55%
33.69%
3 Years
—
25.74%
5 Years
—
21.83%
Since Inception
38.04%
—
Fund Age
13 mo
8 yrs 4 mo
AUM
₹5.93 Cr
₹158.52 Cr
Alpha – 1 Year
38.83%
29.93%
Alpha – 3 Years
—
14.85%
Information Ratio – 3 Years
—
1.52
Volatility – 1 Year
30.08%
19.82%
Volatility – 3 Years
—
19.44%
Beta – 1 Year
1.47
1.03
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
1.18
1.29
Sharpe Ratio – 3 Years
—
1.16
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 28% · S 38%
Number of Stocks
—
20
Portfolio P/E
—
—
Top 5 Holdings
—
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
—
—
Fixed Fee
0.50% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%