Portfolio Management Services (PMS)Compare Schemes
AMETRA - FACTORALPHA PMS vs AMETRA - FACTORINCOME PMS
Add SchemeGrowth of ₹1 Crore
AMETRA - FACTORALPHA PMS
AMETRA - FACTORINCOME PMS
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
Nifty 500 · 4.7%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
−3.15%
0.10%
6 Months
−3.43%
−0.94%
1 Year
−2.53%
9.87%
3 Years
—
—
5 Years
—
—
Since Inception
−8.11%
5.98%
Fund Age
1 yr 10 mo
1 yr 10 mo
AUM
₹21.08 Cr
₹18.36 Cr
Alpha – 1 Year
−7.25%
3.02%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
13.73%
6.77%
Volatility – 3 Years
—
—
Beta – 1 Year
0.74
0.61
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.50
0.65
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−10.00%
−90.18%
Recovery Period
Not yet recovered
Not yet recovered
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
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / – / –