Portfolio Management Services (PMS)Compare Schemes
AMETRA - FACTORALPHA PMS vs Anand Rathi Advisors - MNC PMS
Add SchemeGrowth of ₹1 Crore
AMETRA - FACTORALPHA PMS
Anand Rathi Advisors - MNC PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.15%
0.15%
6 Months
−3.43%
9.28%
1 Year
−2.53%
4.13%
3 Years
—
7.71%
5 Years
—
8.27%
Since Inception
−8.11%
11.49%
Fund Age
1 yr 10 mo
8 yrs 5 mo
AUM
₹21.08 Cr
₹123.55 Cr
Alpha – 1 Year
−7.25%
−0.59%
Alpha – 3 Years
—
−4.38%
Information Ratio – 3 Years
—
-0.33
Volatility – 1 Year
13.73%
21.50%
Volatility – 3 Years
—
16.95%
Beta – 1 Year
0.74
1.12
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
-0.50
-0.02
Sharpe Ratio – 3 Years
—
0.26
Worst Rolling Year
—
7.04%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−10.00%
−24.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.95%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 29% · M 38% · S 31%
Number of Stocks
—
20
Portfolio P/E
—
49.58
Top 5 Holdings
—
Cummins India Ltd · 7.76%
Nippon Life India Asset Management Ltd · 7.76%
Maruti Suzuki India Ltd · 6.59%
Siemens Energy India Ltd · 6.47%
Glaxosmithkline Pharmaceuticals Ltd · 5.89%
Top Sectors
—
Capital Goods · 31.78%
Fast Moving Consumer Goods · 20.06%
Financial Services · 18.01%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 1% / 0%