Compare Schemes

Amaltas Strategic Opportunities Series 1 vs Xylem Maverick Strategy

Amaltas Strategic Opportunities Series 1

Xylem Maverick Strategy

Add Scheme

Growth of ₹1 Crore

Amaltas Strategic Opportunities Series 1

Xylem Maverick Strategy

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%

Xylem Maverick Strategy

27.3% • vol 31.9%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

−4.23%

9.42%

6 Months

27.28%

52.78%

1 Year

43.55%

27.27%

3 Years

—

5 Years

—

Since Inception

38.04%

23.72%

Fund Age

13 mo

19 mo

AUM

₹5.93 Cr

₹71.55 Cr

Alpha – 1 Year

38.83%

22.55%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

30.08%

31.93%

Volatility – 3 Years

—

Beta – 1 Year

1.47

1.29

Beta – 3 Years

—

Sharpe Ratio – 1 Year

1.18

0.74

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−12.33%

−27.01%

Recovery Period

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

S 96%

Number of Stocks

—

Portfolio P/E

—

39.65

Top 5 Holdings

—

Diamond Power Infrastructure Ltd · 7.96%

Shilpa Medicare Ltd · 7.08%

Nazara Technologies Ltd · 6.87%

Jyoti CNC Automation Ltd · 6.44%

Sudarshan Chemical Industries Ltd · 6.10%

Top Sectors

—

Capital Goods · 25.19%

Chemicals · 14.10%

Healthcare · 12.77%

Fixed Fee

0.50% / yr

2.00% / yr

Performance Fee / Plan

20% of profit, above 10%

Variable Plan

Exit Load (Y1 / Y2 / Y3)

—

0% / 0% / 0%

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.